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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MYeCFO's SCHV Position: Q1 2026 in Review

MYeCFO increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.7% in Q1 2026, buying an estimated $62.3K and bringing the position to 74,940 shares worth $2.29M. The position accounts for 0.96% of the portfolio, ranked #21.

MYeCFO first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

MYeCFO held 74,940 shares of Schwab US Large-Cap Value ETF worth $2.29M as of Q1 2026.
MYeCFO bought 2,000 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $62.3K.
Schwab US Large-Cap Value ETF made up 0.96% of MYeCFO's portfolio in Q1 2026, its #21 holding.
MYeCFO first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.