Matthew Goff Investment Advisor’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Matthew Goff Investment Advisor’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	$2.63M	Sell	75,481 -1,310	-2%	-$43.2K	0.44%	42
2026 Q1	$2.34M	Buy	+76,791	New	+$2.39M	0.39%	49
2025 Q4	–	Sell	-78,514	Closed	-$2.29M	–	103
2025 Q3	$2.29M	Buy	+78,514	New	+$2.23M	0.39%	45
2025 Q2	–	Sell	-80,865	Closed	-$2.15M	–	102
2025 Q1	$2.15M	Buy	80,865 +51	+0.1%	+$1.37K	0.4%	47
2024 Q4	$2.11M	Sell	80,814 -459	-0.6%	-$12.4K	0.39%	48
2024 Q3	$2.18M	Sell	81,273 -219	-0.3%	-$5.63K	0.41%	48
2024 Q2	$2.01M	Buy	+81,492	New	+$2.01M	0.41%	49
2023 Q3	–	Sell	-95,337	Closed	-$2.13M	–	95
2023 Q2	$2.13M	Sell	95,337 -57	-0.1%	-$1.25K	0.5%	42
2023 Q1	$2.09M	Buy	+95,394	New	+$2.12M	0.52%	42
2022 Q3	–	Sell	-42,339	Closed	-$881K	–	81
2022 Q2	$881K	Buy	+42,339	New	+$950K	0.24%	51

Other funds holding SCHV

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

CFG

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

FMP

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Matthew Goff Investment Advisor's SCHV Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q2 2026, selling an estimated $43.2K and leaving 75,481 shares worth $2.63M. The position accounts for 0.44% of the portfolio, ranked #42.

Matthew Goff Investment Advisor first reported a position in SCHV in Q2 2022 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Matthew Goff Investment Advisor held 75,481 shares of Schwab US Large-Cap Value ETF worth $2.63M as of Q2 2026.
Matthew Goff Investment Advisor sold 1,310 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $43.2K.
Schwab US Large-Cap Value ETF made up 0.44% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #42 holding.
Matthew Goff Investment Advisor first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
272 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.