SFG
SCHV

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
Q2 		$258K Hold
7,398
– – 0.19% 100
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
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

Synergy Financial Group's SCHV Position: Q2 2026 in Review

Synergy Financial Group held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 7,398 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #100.

Synergy Financial Group first reported a position in SCHV in Q4 2021 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Synergy Financial Group held 7,398 shares of Schwab US Large-Cap Value ETF worth $258K as of Q2 2026.
  • Synergy Financial Group left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.19% of Synergy Financial Group's portfolio in Q2 2026, its #100 holding.
  • Synergy Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.