LF
SCHV

LifeSteps Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LifeSteps Financial’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Sell
11,080
-1,484
-12% -$48.9K 0.18% 67
2026
Q1 		$383K Sell
12,564
-879
-7% -$27.4K 0.24% 62
2025
Q4 		$398K Buy
13,443
+19
+0.1% +$555 0.25% 60
2025
Q3 		$391K Sell
13,424
-122
-0.9% -$3.47K 0.25% 62
2025
Q2 		$375K Sell
13,546
-805
-6% -$21.2K 0.26% 62
2025
Q1 		$381K Sell
14,351
-531
-4% -$14.3K 0.31% 53
2024
Q4 		$388K Buy
14,882
+38
+0.3% +$1.03K 0.3% 54
2024
Q3 		$398K Sell
14,844
-57
-0.4% -$1.46K 0.31% 53
2024
Q2 		$368K Sell
14,901
-339
-2% -$8.38K 0.3% 54
2024
Q1 		$386K Sell
15,240
-1,140
-7% -$27.3K 0.29% 54
2023
Q4 		$383K Sell
16,380
-15
-0.1% -$328 0.34% 52
2023
Q3 		$352K Sell
16,395
-84
-0.5% -$1.89K 0.36% 49
2023
Q2 		$369K Buy
16,479
+39
+0.2% +$852 0.36% 49
2023
Q1 		$359K Sell
16,440
-477
-3% -$10.6K 0.38% 49
2022
Q4 		$372K Sell
16,917
-4,524
-21% -$97.9K 0.39% 45
2022
Q3 		$418K Sell
21,441
-171
-0.8% -$3.68K 0.47% 45
2022
Q2 		$450K Sell
21,612
-27
-0.1% -$606 0.47% 44
2022
Q1 		$515K Sell
21,639
-378
-2% -$8.95K 0.38% 45
2021
Q4 		$537K Buy
22,017
+1,431
+7% +$33.9K 0.38% 42
2021
Q3 		$463K Buy
20,586
+2,253
+12% +$52.1K 0.35% 47
2021
Q2 		$418K Buy
18,333
+39
+0.2% +$885 0.32% 50
2021
Q1 		$398K Buy
18,294
+33
+0.2% +$687 0.33% 49
2020
Q4 		$362K Sell
18,261
-264
-1% -$4.93K 0.33% 45
2020
Q3 		$322K Sell
18,525
-288
-2% -$5.04K 0.34% 53
2020
Q2 		$314K Sell
18,813
-1,044
-5% -$17K 0.36% 49
2020
Q1 		$293K Sell
19,857
-1,476
-7% -$27.1K 0.34% 56
2019
Q4 		$427K Buy
+21,333
New +$413K 0.4% 50

Other funds holding SCHV

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LifeSteps Financial's SCHV Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q2 2026, selling an estimated $48.9K and leaving 11,080 shares worth $386K. The position accounts for 0.18% of the portfolio, ranked #67.

LifeSteps Financial first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $537K in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • LifeSteps Financial held 11,080 shares of Schwab US Large-Cap Value ETF worth $386K as of Q2 2026.
  • LifeSteps Financial sold 1,484 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $48.9K.
  • Schwab US Large-Cap Value ETF made up 0.18% of LifeSteps Financial's portfolio in Q2 2026, its #67 holding.
  • LifeSteps Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Schwab US Large-Cap Value ETF position peaked at $537K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.