PS
SCHV

Planning Strategies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Planning Strategies’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 		$68.5K Buy
+1,968
New +$64.8K 0.04% 132

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

Planning Strategies's SCHV Position: Q2 2026 in Review

Planning Strategies opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 1,968 shares worth $68.5K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings.

955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Planning Strategies held 1,968 shares of Schwab US Large-Cap Value ETF worth $68.5K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Planning Strategies position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.04% of Planning Strategies's portfolio in Q2 2026, its #132 holding.
  • 955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.