PAYA
SCHV

Phil A. Younker & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Phil A. Younker & Associates’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
-12,660
Closed -$386K – 36
2026
Q1 		$386K Hold
12,660
– – 0.26% 27
2025
Q4 		$375K Hold
12,660
– – 0.26% 27
2025
Q3 		$369K Hold
12,660
– – 0.28% 27
2025
Q2 		$350K Buy
12,660
+660
+6% +$17.3K 0.35% 25
2025
Q1 		$319K Hold
12,000
– – 0.31% 24
2024
Q4 		$313K Buy
+12,000
New +$324K 0.31% 23

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

Phil A. Younker & Associates's SCHV Position: Q2 2026 in Review

Phil A. Younker & Associates sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 12,660 shares — an estimated $386K sold.

Phil A. Younker & Associates first reported a position in SCHV in Q4 2024 and held it in 6 quarters. The position peaked at $386K in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Phil A. Younker & Associates reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Phil A. Younker & Associates sold 12,660 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $386K.
  • Phil A. Younker & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Phil A. Younker & Associates's Schwab US Large-Cap Value ETF position peaked at $386K in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.