SFC
SCHV

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

Strategic Financial Concepts’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 		$277K Sell
7,956
-176
-2% -$5.8K 0.08% 189
2026
Q1 		$248K Buy
+8,132
New +$253K 0.06% 246
2024
Q3 		– Sell
-270,846
Closed -$1.17K – 637
2024
Q2 		$1.17K Buy
+270,846
New +$6.69M ﹤0.01% 596

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 Financial Concepts's SCHV Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $5.8K and leaving 7,956 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #189.

Strategic Financial Concepts first reported a position in SCHV in Q2 2024 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Strategic Financial Concepts held 7,956 shares of Schwab US Large-Cap Value ETF worth $277K as of Q2 2026.
  • Strategic Financial Concepts sold 176 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.8K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #189 holding.
  • Strategic Financial Concepts first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.