UFPG
SCHV

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

United Financial Planning 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 		– Sell
-2,107
Closed -$62.4K – 596
2025
Q4 		$62.4K Buy
2,107
+12
+0.6% +$351 0.04% 85
2025
Q3 		$61K Buy
+2,095
New +$59.5K 0.04% 74

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

United Financial Planning Group's SCHV Position: Q1 2026 in Review

United Financial Planning Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 2,107 shares — an estimated $62.4K sold.

United Financial Planning Group first reported a position in SCHV in Q3 2025 and held it in 2 quarters. The position peaked at $62.4K in Q4 2025. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • United Financial Planning Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2,107 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $62.4K.
  • United Financial Planning Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Schwab US Large-Cap Value ETF position peaked at $62.4K in Q4 2025.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.