NFG
SCHV

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

Nations 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 		$312K Sell
8,961
-78
-0.9% -$2.57K 0.01% 636
2026
Q1 		$276K Sell
9,039
-300
-3% -$9.35K 0.01% 666
2025
Q4 		$277K Buy
+9,339
New +$273K 0.01% 651
2024
Q4 		– Sell
-10,266
Closed -$275K – 705
2024
Q3 		$275K Sell
10,266
-420
-4% -$10.8K 0.02% 579
2024
Q2 		$264K Sell
10,686
-4,641
-30% -$115K 0.02% 556
2024
Q1 		$388K Sell
15,327
-2,055
-12% -$49.3K 0.03% 482
2023
Q4 		$406K Sell
17,382
-6,624
-28% -$145K 0.04% 438
2023
Q3 		$516K Buy
24,006
+4,074
+20% +$91.5K 0.05% 357
2023
Q2 		$446K Sell
19,932
-1,437
-7% -$31.4K 0.04% 406
2023
Q1 		$467K Sell
21,369
-459
-2% -$10.2K 0.05% 383
2022
Q4 		$480K Sell
21,828
-2,052
-9% -$44.4K 0.05% 367
2022
Q3 		$466K Buy
23,880
+1,059
+5% +$22.8K 0.07% 310
2022
Q2 		$475K Buy
22,821
+3,039
+15% +$68.2K 0.06% 311
2022
Q1 		$471K Buy
19,782
+3,435
+21% +$81.3K 0.06% 325
2021
Q4 		$399K Sell
16,347
-1,455
-8% -$34.5K 0.05% 335
2021
Q3 		$400K Hold
17,802
– – 0.06% 306
2021
Q2 		$406K Sell
17,802
-180
-1% -$4.08K 0.07% 286
2021
Q1 		$391K Sell
17,982
-30
-0.2% -$625 0.09% 253
2020
Q4 		$357K Hold
18,012
– – 0.09% 237
2020
Q3 		$313K Sell
18,012
-1,125
-6% -$19.7K 0.1% 224
2020
Q2 		$320K Hold
19,137
– – 0.11% 205
2020
Q1 		$282K Buy
19,137
+150
+0.8% +$2.75K 0.12% 196
2019
Q4 		$380K Buy
18,987
+165
+0.9% +$3.2K 0.13% 196
2019
Q3 		$360K Buy
18,822
+2,346
+14% +$43.9K 0.13% 200
2019
Q2 		$308K Hold
16,476
– – 0.2% 132
2019
Q1 		$301K Sell
16,476
-27
-0.2% -$479 0.21% 126
2018
Q4 		$271K Buy
16,503
+2,379
+17% +$42.1K 0.22% 123
2018
Q3 		$264K Buy
14,124
+519
+4% +$9.62K 0.19% 138
2018
Q2 		$241K Buy
+13,605
New +$243K 0.2% 139

Other funds holding SCHV

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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Nations Financial Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.86% in Q2 2026, selling an estimated $2.57K and leaving 8,961 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #636.

Nations Financial Group first reported a position in SCHV in Q2 2018 and has held it in 29 quarters since. The position peaked at $516K in Q3 2023. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Nations Financial Group held 8,961 shares of Schwab US Large-Cap Value ETF worth $312K as of Q2 2026.
  • Nations Financial Group sold 78 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.57K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #636 holding.
  • Nations Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 29 quarters since.
  • Nations Financial Group's Schwab US Large-Cap Value ETF position peaked at $516K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.