PA
SCHV

PFG Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

PFG Advisors’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 		$226K Sell
6,503
-72
-1% -$2.37K 0.01% 748
2026
Q1 		$201K Sell
6,575
-3,790
-37% -$118K 0.01% 779
2025
Q4 		$307K Sell
10,365
-1,472
-12% -$43K 0.01% 639
2025
Q3 		$345K Buy
+11,837
New +$336K 0.01% 643
2025
Q2 		– Sell
-10,155
Closed -$270K – 741
2025
Q1 		$270K Sell
10,155
-243
-2% -$6.52K 0.02% 616
2024
Q4 		$271K Buy
10,398
+465
+5% +$12.6K 0.02% 608
2024
Q3 		$266K Sell
9,933
-1,131
-10% -$29.1K 0.02% 621
2024
Q2 		$273K Buy
11,064
+1,560
+16% +$38.5K 0.02% 581
2024
Q1 		$241K Buy
+9,504
New +$228K 0.02% 578
2022
Q1 		– Sell
-10,065
Closed -$246K – 519
2021
Q4 		$246K Buy
10,065
+99
+1% +$2.35K 0.02% 467
2021
Q3 		$224K Buy
+9,966
New +$231K 0.02% 473

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

PFG Advisors's SCHV Position: Q2 2026 in Review

PFG Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $2.37K and leaving 6,503 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #748.

PFG Advisors first reported a position in SCHV in Q3 2021 and has held it in 11 quarters since. The position peaked at $345K in Q3 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • PFG Advisors held 6,503 shares of Schwab US Large-Cap Value ETF worth $226K as of Q2 2026.
  • PFG Advisors sold 72 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.37K.
  • Schwab US Large-Cap Value ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #748 holding.
  • PFG Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 11 quarters since.
  • PFG Advisors's Schwab US Large-Cap Value ETF position peaked at $345K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.