Schaeffer Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Schaeffer Financial’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 Q1	$1.86M	Buy	61,066 +4,046	+7%	+$126K	1.57%	8
2025 Q4	$1.69M	Sell	57,020 -39,715	-41%	-$1.16M	1.47%	8
2025 Q3	$2.82M	Buy	96,735 +2,681	+3%	+$76.2K	2.55%	7
2025 Q2	$2.6M	Buy	94,054 +2,657	+3%	+$69.8K	2.54%	8
2025 Q1	$2.43M	Sell	91,397 -17,930	-16%	-$481K	2.68%	8
2024 Q4	$2.85M	Sell	109,327 -1,373	-1%	-$37.1K	2.84%	7
2024 Q3	$2.97M	Buy	110,700 +1,689	+2%	+$43.4K	3.01%	7
2024 Q2	$2.69M	Sell	109,011 -1,191	-1%	-$29.4K	2.92%	7
2024 Q1	$2.79M	Sell	110,202 -573	-0.5%	-$13.7K	2.78%	8
2023 Q4	$2.59M	Buy	+110,775	New	+$2.42M	2.74%	8

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Schaeffer Financial's SCHV Position: Q1 2026 in Review

Schaeffer Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7.1% in Q1 2026, buying an estimated $126K and bringing the position to 61,066 shares worth $1.86M. The position accounts for 1.57% of the portfolio, ranked #8.

Schaeffer Financial first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q3 2024. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Schaeffer Financial held 61,066 shares of Schwab US Large-Cap Value ETF worth $1.86M as of Q1 2026.
Schaeffer Financial bought 4,046 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $126K.
Schwab US Large-Cap Value ETF made up 1.57% of Schaeffer Financial's portfolio in Q1 2026, its #8 holding.
Schaeffer Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Schaeffer Financial's Schwab US Large-Cap Value ETF position peaked at $2.97M in Q3 2024.
964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.