MFC
SCHV

Morris Financial Concepts’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Morris Financial Concepts’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 		$310K Sell
8,914
-156
-2% -$5.14K 0.1% 106
2026
Q1 		$277K Sell
9,070
-293
-3% -$9.13K 0.09% 109
2025
Q4 		$277K Sell
9,363
-46
-0.5% -$1.34K 0.1% 111
2025
Q3 		$274K Buy
9,409
+18
+0.2% +$511 0.1% 112
2025
Q2 		$260K Sell
9,391
-230
-2% -$6.04K 0.1% 109
2025
Q1 		$256K Sell
9,621
-186
-2% -$4.99K 0.11% 110
2024
Q4 		$256K Sell
9,807
-153
-2% -$4.13K 0.11% 105
2024
Q3 		$267K Sell
9,960
-462
-4% -$11.9K 0.11% 100
2024
Q2 		$257K Sell
10,422
-3,897
-27% -$96.3K 0.12% 90
2024
Q1 		$363K Sell
14,319
-4,224
-23% -$101K 0.19% 70
2023
Q4 		$433K Sell
18,543
-216
-1% -$4.72K 0.25% 55
2023
Q3 		$403K Sell
18,759
-87
-0.5% -$1.95K 0.27% 52
2023
Q2 		$421K Buy
18,846
+183
+1% +$4K 0.27% 52
2023
Q1 		$408K Sell
18,663
-285
-2% -$6.33K 0.29% 50
2022
Q4 		$417K Sell
18,948
-690
-4% -$14.9K 0.34% 52
2022
Q3 		$383K Buy
19,638
+351
+2% +$7.56K 0.4% 40
2022
Q2 		$401K Sell
19,287
-273
-1% -$6.13K 0.38% 43
2022
Q1 		$465K Sell
19,560
-1,398
-7% -$33.1K 0.39% 41
2021
Q4 		$512K Buy
+20,958
New +$496K 0.43% 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

Morris Financial Concepts's SCHV Position: Q2 2026 in Review

Morris Financial Concepts reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.7% in Q2 2026, selling an estimated $5.14K and leaving 8,914 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #106.

Morris Financial Concepts first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $512K in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Morris Financial Concepts held 8,914 shares of Schwab US Large-Cap Value ETF worth $310K as of Q2 2026.
  • Morris Financial Concepts sold 156 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.14K.
  • Schwab US Large-Cap Value ETF made up 0.1% of Morris Financial Concepts's portfolio in Q2 2026, its #106 holding.
  • Morris Financial Concepts first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Schwab US Large-Cap Value ETF position peaked at $512K in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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