XY Planning Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

XY Planning Network’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	$566K	Buy	+16,991	New	+$584K	0.06%	221

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

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

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

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

XY Planning Network's SCHV Position: Q3 2026 in Review

XY Planning Network opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 16,991 shares worth $566K. The stake represents 0.06% of the portfolio and ranks #221 among its holdings.

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

XY Planning Network held 16,991 shares of Schwab US Large-Cap Value ETF worth $566K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new XY Planning Network position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #221 holding.
334 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.