May Barnhard Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

May Barnhard Investments’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	$9.23M	Sell	265,062 -9,543	-3%	-$314K	3.73%	7
2026 Q1	$8.38M	Sell	274,605 -8,844	-3%	-$276K	4.07%	5
2025 Q4	$8.39M	Sell	283,449 -23,089	-8%	-$675K	3.97%	5
2025 Q3	$8.92M	Sell	306,538 -44,338	-13%	-$1.26M	4.14%	5
2025 Q2	$9.71M	Sell	350,876 -513	-0.1%	-$13.5K	4.53%	4
2025 Q1	$9.34M	Buy	351,389 +12,978	+4%	+$348K	4.66%	4
2024 Q4	$8.82M	Buy	338,411 +11,801	+4%	+$319K	4.2%	4
2024 Q3	$8.75M	Buy	326,610 +6,360	+2%	+$163K	4.27%	4
2024 Q2	$7.91M	Sell	320,250 -38,880	-11%	-$961K	4.08%	6
2024 Q1	$9.1M	Buy	359,130 +23,439	+7%	+$562K	4.55%	5
2023 Q4	$7.84M	Buy	+335,691	New	+$7.34M	4.03%	6

Other funds holding SCHV

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

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

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

May Barnhard Investments's SCHV Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.5% in Q2 2026, selling an estimated $314K and leaving 265,062 shares worth $9.23M. The position accounts for 3.73% of the portfolio, ranked #7.

May Barnhard Investments first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.71M in Q2 2025. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

May Barnhard Investments held 265,062 shares of Schwab US Large-Cap Value ETF worth $9.23M as of Q2 2026.
May Barnhard Investments sold 9,543 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $314K.
Schwab US Large-Cap Value ETF made up 3.73% of May Barnhard Investments's portfolio in Q2 2026, its #7 holding.
May Barnhard Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's Schwab US Large-Cap Value ETF position peaked at $9.71M in Q2 2025.
506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.