SFWC
SCHV

Strategic Family Wealth Counselors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Strategic Family Wealth Counselors’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 		$618K Buy
17,756
+430
+2% +$14.2K 0.14% 96
2026
Q1 		$528K Buy
17,326
+290
+2% +$9.04K 0.14% 96
2025
Q4 		$520K Hold
17,036
– – 0.12% 115
2025
Q3 		$496K Hold
17,036
– – 0.13% 98
2025
Q2 		$471K Buy
17,036
+50
+0.3% +$1.31K 0.13% 96
2025
Q1 		$451K Buy
16,986
+368
+2% +$9.88K 0.15% 86
2024
Q4 		$433K Buy
16,618
+5,965
+56% +$161K 0.14% 90
2024
Q3 		$285K Hold
10,653
– – 0.1% 107
2024
Q2 		$263K Hold
10,653
– – 0.1% 106
2024
Q1 		$270K Hold
10,653
– – 0.11% 98
2023
Q4 		$249K Buy
+10,653
New +$233K 0.1% 98
2023
Q1 		– Sell
-25,080
Closed -$552K – 111
2022
Q4 		$552K Buy
25,080
+2,976
+13% +$64.4K 0.27% 55
2022
Q3 		$431K Buy
22,104
+2,058
+10% +$44.3K 0.21% 56
2022
Q2 		$417K Buy
20,046
+450
+2% +$10.1K 0.2% 57
2022
Q1 		$466K Buy
19,596
+2,634
+16% +$62.4K 0.19% 61
2021
Q4 		$414K Hold
16,962
– – 0.13% 67
2021
Q3 		$382K Hold
16,962
– – 0.13% 62
2021
Q2 		$387K Hold
16,962
– – 0.13% 57
2021
Q1 		$369K Hold
16,962
– – 0.14% 57
2020
Q4 		$337K Hold
16,962
– – 0.17% 62
2020
Q3 		$295K Hold
16,962
– – 0.17% 62
2020
Q2 		$283K Hold
16,962
– – 0.18% 61
2020
Q1 		$250K Buy
+16,962
New +$311K 0.19% 61

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

Strategic Family Wealth Counselors's SCHV Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q2 2026, buying an estimated $14.2K and bringing the position to 17,756 shares worth $618K. The position accounts for 0.14% of the portfolio, ranked #96.

Strategic Family Wealth Counselors first reported a position in SCHV in Q1 2020 and has held it in 23 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Strategic Family Wealth Counselors held 17,756 shares of Schwab US Large-Cap Value ETF worth $618K as of Q2 2026.
  • Strategic Family Wealth Counselors bought 430 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $14.2K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #96 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 23 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.