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

Mainsail Financial Group’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	$251K	Buy	+7,210	New	+$238K	0.09%	69

Other funds holding SCHV

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Mainsail Financial Group's SCHV Position: Q2 2026 in Review

Mainsail Financial Group opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 7,210 shares worth $251K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings.

467 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Mainsail Financial Group held 7,210 shares of Schwab US Large-Cap Value ETF worth $251K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Mainsail Financial Group position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.09% of Mainsail Financial Group's portfolio in Q2 2026, its #69 holding.
467 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.