PFGIA
SCHV

Patriot Financial Group Insurance Agency’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.07M Sell
30,709
-29,407
-49% -$969K 0.11% 212
2026
Q1 		$1.83M Buy
60,116
+31,314
+109% +$976K 0.1% 218
2025
Q4 		$853K Buy
28,802
+874
+3% +$25.5K 0.1% 227
2025
Q3 		$813K Buy
27,928
+2,314
+9% +$65.7K 0.1% 223
2025
Q2 		$709K Sell
25,614
-1,754
-6% -$46.1K 0.08% 261
2025
Q1 		$727K Buy
27,368
+583
+2% +$15.6K 0.1% 230
2024
Q4 		$698K Buy
26,785
+1,861
+7% +$50.2K 0.09% 229
2024
Q3 		$668K Buy
24,924
+7,107
+40% +$183K 0.09% 241
2024
Q2 		$440K Buy
17,817
+105
+0.6% +$2.6K 0.06% 290
2024
Q1 		$449K Buy
17,712
+1,008
+6% +$24.2K 0.07% 287
2023
Q4 		$390K Sell
16,704
-129
-0.8% -$2.82K 0.07% 285
2023
Q3 		$362K Buy
+16,833
New +$378K 0.07% 296
2022
Q3 		– Sell
-2,271
Closed -$47K – 1668
2022
Q2 		$47K Buy
2,271
+1,935
+576% +$43.4K 0.01% 755
2022
Q1 		$8K Sell
336
-27
-7% -$639 ﹤0.01% 1457
2021
Q4 		$9K Buy
363
+123
+51% +$2.91K ﹤0.01% 1543
2021
Q3 		$5K Hold
240
– – ﹤0.01% 1709
2021
Q2 		$5K Hold
240
– – ﹤0.01% 1666
2021
Q1 		$5K Buy
+240
New +$5K ﹤0.01% 1571
2020
Q2 		– Sell
-1,239
Closed -$18K – 1818
2020
Q1 		$18K Buy
+1,239
New +$22.7K 0.01% 695
2019
Q2 		– Sell
-1,284
Closed -$23K – 1465
2019
Q1 		$23K Buy
+1,284
New +$22.8K 0.01% 519

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 49% in Q2 2026, selling an estimated $969K and leaving 30,709 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #212.

Patriot Financial Group Insurance Agency first reported a position in SCHV in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.83M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 30,709 shares of Schwab US Large-Cap Value ETF worth $1.07M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 29,407 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $969K.
  • Schwab US Large-Cap Value ETF made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #212 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 20 quarters since.
  • Patriot Financial Group Insurance Agency's Schwab US Large-Cap Value ETF position peaked at $1.83M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.