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

Lutz Financial Services’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	$288K	Hold	8,275	–	–	0.02%	97
2026 Q1	$252K	Hold	8,275	–	–	0.02%	96
2025 Q4	$245K	Hold	8,275	–	–	0.02%	96
2025 Q3	$241K	Hold	8,275	–	–	0.02%	91
2025 Q2	$229K	Hold	8,275	–	–	0.02%	93
2025 Q1	$220K	Hold	8,275	–	–	0.02%	89
2024 Q4	$216K	Sell	8,275 -2	-0%	-$54	0.02%	90
2024 Q3	$222K	Hold	8,277	–	–	0.02%	84
2024 Q2	$204K	Hold	8,277	–	–	0.02%	86
2024 Q1	$210K	Buy	+8,277	New	+$198K	0.02%	85
2022 Q1	–	Sell	-8,277	Closed	-$202K	–	63
2021 Q4	$202K	Buy	+8,277	New	+$196K	0.02%	63

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Lutz Financial Services's SCHV Position: Q2 2026 in Review

Lutz Financial Services held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 8,275 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #97.

Lutz Financial Services first reported a position in SCHV in Q4 2021 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Lutz Financial Services held 8,275 shares of Schwab US Large-Cap Value ETF worth $288K as of Q2 2026.
Lutz Financial Services left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.02% of Lutz Financial Services's portfolio in Q2 2026, its #97 holding.
Lutz Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 11 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.