MFG Investments, LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MFG Investments, LLC’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 Q3	$9.8M	Buy	+294,784	New	+$10.1M	10.58%	2

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

MFG Investments, LLC's SCHV Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 294,784 shares worth $9.8M. The stake represents 10.58% of the portfolio and ranks #2 among its holdings.

471 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

MFG Investments, LLC held 294,784 shares of Schwab US Large-Cap Value ETF worth $9.8M as of Q3 2026.
Schwab US Large-Cap Value ETF was a new MFG Investments, LLC position in Q3 2026.
Schwab US Large-Cap Value ETF made up 10.58% of MFG Investments, LLC's portfolio in Q3 2026, its #2 holding.
471 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.