PI
SCHV

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

PFG Investments’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 		$283K Sell
8,144
-1,041
-11% -$34.3K 0.01% 967
2026
Q1 		$280K Buy
+9,185
New +$286K 0.01% 896
2024
Q2 		– Sell
-120,978
Closed -$3.06M – 1073
2024
Q1 		$3.06M Buy
+120,978
New +$2.9M 0.19% 114

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 Investments's SCHV Position: Q2 2026 in Review

PFG Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, selling an estimated $34.3K and leaving 8,144 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #967.

PFG Investments first reported a position in SCHV in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.06M in Q1 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • PFG Investments held 8,144 shares of Schwab US Large-Cap Value ETF worth $283K as of Q2 2026.
  • PFG Investments sold 1,041 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $34.3K.
  • Schwab US Large-Cap Value ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #967 holding.
  • PFG Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • PFG Investments's Schwab US Large-Cap Value ETF position peaked at $3.06M in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.