Planned Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Planned Solutions’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 Q3	$223K	Hold	6,696	–	–	0.06%	148
2026 Q2	$233K	Buy	+6,696	New	+$221K	0.07%	139
2024 Q4	–	Sell	-5,880	Closed	-$158K	–	538
2024 Q3	$158K	Buy	+5,880	New	+$151K	0.06%	140
2024 Q1	–	Sell	-5,880	Closed	-$137K	–	464
2023 Q4	$137K	Buy	+5,880	New	+$129K	0.06%	134
2021 Q1	–	Sell	-5,880	Closed	-$117K	–	343
2020 Q4	$117K	Sell	5,880 -72	-1%	-$1.35K	0.09%	83
2020 Q3	$104K	Buy	+5,952	New	+$104K	0.1%	79

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Planned Solutions's SCHV Position: Q3 2026 in Review

Planned Solutions held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 6,696 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #148.

Planned Solutions first reported a position in SCHV in Q3 2020 and has held it in 6 quarters since. The position peaked at $233K in Q2 2026. 212 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Planned Solutions held 6,696 shares of Schwab US Large-Cap Value ETF worth $223K as of Q3 2026.
Planned Solutions left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #148 holding.
Planned Solutions first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 6 quarters since.
Planned Solutions's Schwab US Large-Cap Value ETF position peaked at $233K in Q2 2026.
212 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.