Synergy Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Synergy Investment Management’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	$811K	Buy	+24,028	New	+$792K	0.2%	66

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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 Investment Management's SCHV Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 24,028 shares worth $811K. The stake represents 0.2% of the portfolio and ranks #66 among its holdings.

991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Synergy Investment Management held 24,028 shares of Schwab US Large-Cap Value ETF worth $811K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Synergy Investment Management position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.2% of Synergy Investment Management's portfolio in Q2 2026, its #66 holding.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.