NFG
SCHV

Nadler Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Nadler Financial Group’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 		$3.34M Sell
95,845
-815
-0.8% -$26.8K 0.28% 33
2026
Q1 		$2.95M Sell
96,660
-45,059
-32% -$1.4M 0.28% 35
2025
Q4 		$4.2M Sell
141,719
-1,560
-1% -$45.6K 0.39% 30
2025
Q3 		$4.17M Sell
143,279
-29,270
-17% -$832K 0.4% 30
2025
Q2 		$4.77M Sell
172,549
-15,096
-8% -$397K 0.49% 27
2025
Q1 		$4.99M Buy
187,645
+4,475
+2% +$120K 0.55% 26
2024
Q4 		$4.78M Buy
183,170
+30,095
+20% +$812K 0.5% 27
2024
Q3 		$4.1M Sell
153,075
-3,450
-2% -$88.6K 0.45% 28
2024
Q2 		$3.87M Sell
156,525
-5,595
-3% -$138K 0.45% 29
2024
Q1 		$4.11M Buy
162,120
+390
+0.2% +$9.35K 0.51% 29
2023
Q4 		$3.78M Buy
161,730
+52,050
+47% +$1.14M 0.51% 28
2023
Q3 		$2.36M Sell
109,680
-3,090
-3% -$69.4K 0.36% 32
2023
Q2 		$2.52M Sell
112,770
-514,068
-82% -$11.2M 0.37% 31
2023
Q1 		$13.7M Sell
626,838
-477,792
-43% -$10.6M 2.18% 14
2022
Q4 		$24.3M Buy
1,104,630
+102,657
+10% +$2.22M 4.24% 12
2022
Q3 		$19.5M Sell
1,001,973
-3,960
-0.4% -$85.3K 3.72% 13
2022
Q2 		$20.9M Sell
1,005,933
-18,354
-2% -$412K 3.85% 13
2022
Q1 		$24.4M Buy
1,024,287
+13,263
+1% +$314K 3.82% 13
2021
Q4 		$24.7M Buy
1,011,024
+1,599
+0.2% +$37.9K 3.65% 13
2021
Q3 		$22.7M Buy
1,009,425
+24,324
+2% +$563K 3.7% 13
2021
Q2 		$22.4M Buy
985,101
+43,008
+5% +$976K 3.68% 13
2021
Q1 		$20.5M Buy
942,093
+50,103
+6% +$1.04M 3.66% 13
2020
Q4 		$17.7M Buy
891,990
+48,309
+6% +$903K 3.38% 13
2020
Q3 		$14.7M Buy
843,681
+43,695
+5% +$764K 3.25% 13
2020
Q2 		$13.4M Buy
799,986
+28,437
+4% +$464K 3.34% 13
2020
Q1 		$11.4M Buy
771,549
+54,441
+8% +$998K 3.5% 12
2019
Q4 		$14.4M Buy
717,108
+37,374
+5% +$724K 3.55% 10
2019
Q3 		$12.9M Buy
679,734
+30,186
+5% +$565K 3.58% 10
2019
Q2 		$12.2M Buy
649,548
+76,167
+13% +$1.41M 3.52% 10
2019
Q1 		$10.5M Sell
573,381
-7,776
-1% -$138K 3.33% 10
2018
Q4 		$9.55M Buy
581,157
+49,080
+9% +$868K 3.13% 11
2018
Q3 		$9.95M Buy
532,077
+19,476
+4% +$361K 2.69% 13
2018
Q2 		$9.08M Buy
512,601
+77,175
+18% +$1.38M 2.57% 13
2018
Q1 		$7.67M Buy
435,426
+44,256
+11% +$811K 2.36% 12
2017
Q4 		$7.13M Buy
391,170
+15,687
+4% +$279K 2.18% 12
2017
Q3 		$6.49M Buy
375,483
+20,868
+6% +$353K 2.14% 12
2017
Q2 		$5.93M Buy
354,615
+19,503
+6% +$324K 2.02% 13
2017
Q1 		$5.55M Buy
335,112
+32,007
+11% +$526K 1.94% 11
2016
Q4 		$4.86M Buy
303,105
+14,943
+5% +$232K 1.8% 11
2016
Q3 		$4.38M Buy
288,162
+35,604
+14% +$543K 1.72% 13
2016
Q2 		$3.77M Buy
252,558
+64,188
+34% +$940K 1.59% 14
2016
Q1 		$2.71M Buy
188,370
+26,214
+16% +$359K 1.19% 16
2015
Q4 		$2.29M Buy
162,156
+15,645
+11% +$222K 1.04% 18
2015
Q3 		$1.95M Buy
146,511
+20,946
+17% +$293K 0.97% 16
2015
Q2 		$1.8M Sell
125,565
-4,479
-3% -$65.9K 0.85% 16
2015
Q1 		$1.88M Buy
130,044
+24,189
+23% +$352K 0.9% 15
2014
Q4 		$1.56M Buy
105,855
+48,996
+86% +$707K 0.81% 16
2014
Q3 		$808K Buy
56,859
+25,452
+81% +$364K 0.48% 24
2014
Q2 		$448K Buy
+31,407
New +$438K 0.28% 36
2014
Q1 		– Sell
-18,000
Closed -$244K – 80
2013
Q4 		$244K Buy
+18,000
New +$235K 0.16% 68

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
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
KF
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

Nadler Financial Group's SCHV Position: Q2 2026 in Review

Nadler Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.84% in Q2 2026, selling an estimated $26.8K and leaving 95,845 shares worth $3.34M. The position accounts for 0.28% of the portfolio, ranked #33.

Nadler Financial Group first reported a position in SCHV in Q4 2013 and has held it in 50 quarters since. The position peaked at $24.7M in Q4 2021. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Nadler Financial Group held 95,845 shares of Schwab US Large-Cap Value ETF worth $3.34M as of Q2 2026.
  • Nadler Financial Group sold 815 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $26.8K.
  • Schwab US Large-Cap Value ETF made up 0.28% of Nadler Financial Group's portfolio in Q2 2026, its #33 holding.
  • Nadler Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
  • Nadler Financial Group's Schwab US Large-Cap Value ETF position peaked at $24.7M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.