Net Worth Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Net Worth Advisory 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	–	Sell	-62,846	Closed	-$1.92M	–	457
2026 Q1	$1.92M	Sell	62,846 -96	-0.2%	-$2.99K	0.4%	55
2025 Q4	$1.86M	Buy	+62,942	New	+$1.84M	0.38%	58
2025 Q3	–	Sell	-56,339	Closed	-$1.56M	–	476
2025 Q2	$1.56M	Buy	+56,339	New	+$1.48M	0.35%	62

Other funds holding SCHV

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

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Net Worth Advisory Group's SCHV Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 62,846 shares — an estimated $1.92M sold.

Net Worth Advisory Group first reported a position in SCHV in Q2 2025 and held it in 3 quarters. The position peaked at $1.92M in Q1 2026. 211 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Net Worth Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 62,846 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.92M.
Net Worth Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 3 quarters.
Net Worth Advisory Group's Schwab US Large-Cap Value ETF position peaked at $1.92M in Q1 2026.
211 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.