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

Synergy Financial Group’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	$226K	Hold	7,398	–	–	0.17%	114
2025 Q4	$219K	Sell	7,398 -18	-0.2%	-$526	0.15%	107
2025 Q3	$216K	Hold	7,416	–	–	0.15%	109
2025 Q2	$205K	Buy	+7,416	New	+$195K	0.15%	110
2025 Q1	–	Sell	-7,794	Closed	-$203K	–	110
2024 Q4	$203K	Sell	7,794 -309	-4%	-$8.34K	0.17%	98
2024 Q3	$217K	Hold	8,103	–	–	0.21%	91
2024 Q2	$200K	Sell	8,103 -102	-1%	-$2.52K	0.21%	81
2024 Q1	$208K	Buy	+8,205	New	+$197K	0.23%	81
2022 Q2	–	Sell	-9,501	Closed	-$226K	–	91
2022 Q1	$226K	Hold	9,501	–	–	0.24%	91
2021 Q4	$232K	Buy	+9,501	New	+$225K	0.21%	97

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 $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

Synergy Financial Group's SCHV Position: Q1 2026 in Review

Synergy Financial Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 7,398 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #114.

Synergy Financial Group first reported a position in SCHV in Q4 2021 and has held it in 10 quarters since. The position peaked at $232K in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Synergy Financial Group held 7,398 shares of Schwab US Large-Cap Value ETF worth $226K as of Q1 2026.
Synergy Financial Group left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up 0.17% of Synergy Financial Group's portfolio in Q1 2026, its #114 holding.
Synergy Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 10 quarters since.
Synergy Financial Group's Schwab US Large-Cap Value ETF position peaked at $232K in Q4 2021.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.