MFP
SCHV

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

Meramec Financial Planners’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 		$1.8M Buy
52,679
+6,701
+15% +$221K 0.66% 30
2026
Q1 		$1.48M Buy
45,978
+2,723
+6% +$84.8K 0.59% 34
2025
Q4 		$1.39M Buy
+43,255
New +$1.26M 0.54% 36

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Meramec Financial Planners's SCHV Position: Q2 2026 in Review

Meramec Financial Planners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 15% in Q2 2026, buying an estimated $221K and bringing the position to 52,679 shares worth $1.8M. The position accounts for 0.66% of the portfolio, ranked #30.

Meramec Financial Planners first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Meramec Financial Planners held 52,679 shares of Schwab US Large-Cap Value ETF worth $1.8M as of Q2 2026.
  • Meramec Financial Planners bought 6,701 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $221K.
  • Schwab US Large-Cap Value ETF made up 0.66% of Meramec Financial Planners's portfolio in Q2 2026, its #30 holding.
  • Meramec Financial Planners first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.