MYeCFO’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MYeCFO’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 Q3	$2.7M	Buy	80,960 +4,670	+6%	+$161K	1.01%	21
2026 Q2	$2.66M	Buy	76,290 +1,350	+2%	+$44.5K	1%	22
2026 Q1	$2.29M	Buy	74,940 +2,000	+3%	+$62.3K	0.96%	21
2025 Q4	$2.16M	Buy	72,940 +3,740	+5%	+$109K	0.92%	21
2025 Q3	$2.01M	Sell	69,200 -440	-0.6%	-$12.5K	0.92%	22
2025 Q2	$1.93M	Buy	69,640 +840	+1%	+$22.1K	0.95%	21
2025 Q1	$1.83M	Buy	68,800 +18,681	+37%	+$501K	0.97%	21
2024 Q4	$1.31M	Buy	50,119 +14,020	+39%	+$379K	0.71%	25
2024 Q3	$968K	Buy	36,099 +9,990	+38%	+$257K	0.52%	30
2024 Q2	$645K	Buy	26,109 +1,500	+6%	+$37.1K	0.37%	32
2024 Q1	$623K	Buy	24,609 +15,330	+165%	+$368K	0.37%	33
2023 Q4	$229K	Buy	+9,279	New	+$203K	0.14%	47

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

MYeCFO's SCHV Position: Q3 2026 in Review

MYeCFO increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.1% in Q3 2026, buying an estimated $161K and bringing the position to 80,960 shares worth $2.7M. The position accounts for 1.01% of the portfolio, ranked #21.

MYeCFO first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. 488 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

MYeCFO held 80,960 shares of Schwab US Large-Cap Value ETF worth $2.7M as of Q3 2026.
MYeCFO bought 4,670 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $161K.
Schwab US Large-Cap Value ETF made up 1.01% of MYeCFO's portfolio in Q3 2026, its #21 holding.
MYeCFO first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
488 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.