PS
SCHV

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Planned Solutions's SCHV Position: Q2 2026 in Review

Planned Solutions opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,696 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings. This is a return to the name: Planned Solutions previously reported a position in SCHV as recently as Q3 2024.

Planned Solutions first reported a position in SCHV in Q3 2020 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Planned Solutions held 6,696 shares of Schwab US Large-Cap Value ETF worth $233K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Planned Solutions position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #139 holding.
  • Planned Solutions first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.