ZF
SCHV

Zhang Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Zhang Financial’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 		$655K Buy
18,827
+60
+0.3% +$1.98K 0.02% 235
2026
Q1 		$572K Buy
18,767
+848
+5% +$26.4K 0.02% 232
2025
Q4 		$531K Buy
17,919
+80
+0.4% +$2.34K 0.02% 220
2025
Q3 		$519K Buy
17,839
+73
+0.4% +$2.07K 0.02% 208
2025
Q2 		$492K Buy
17,766
+1,050
+6% +$27.6K 0.02% 204
2025
Q1 		$444K Buy
16,716
+76
+0.5% +$2.04K 0.02% 212
2024
Q4 		$434K Buy
16,640
+86
+0.5% +$2.32K 0.02% 211
2024
Q3 		$443K Sell
16,554
-3,060
-16% -$78.6K 0.03% 202
2024
Q2 		$484K Hold
19,614
– – 0.03% 191
2024
Q1 		$497K Sell
19,614
-9,177
-32% -$220K 0.04% 190
2023
Q4 		$673K Sell
28,791
-6,045
-17% -$132K 0.06% 158
2023
Q3 		$748K Sell
34,836
-9,048
-21% -$203K 0.08% 133
2023
Q2 		$982K Buy
43,884
+189
+0.4% +$4.13K 0.1% 112
2023
Q1 		$955K Sell
43,695
-1,146
-3% -$25.5K 0.11% 114
2022
Q4 		$987K Buy
44,841
+10,743
+32% +$233K 0.13% 98
2022
Q3 		$665K Buy
34,098
+189
+0.6% +$4.07K 0.1% 109
2022
Q2 		$706K Buy
33,909
+3,579
+12% +$80.3K 0.11% 106
2022
Q1 		$722K Buy
30,330
+21,426
+241% +$507K 0.12% 105
2021
Q4 		$217K Buy
+8,904
New +$211K 0.04% 193
2021
Q3 		– Sell
-8,808
Closed -$201K – 172
2021
Q2 		$201K Buy
+8,808
New +$200K 0.05% 139

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

Zhang Financial's SCHV Position: Q2 2026 in Review

Zhang Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.32% in Q2 2026, buying an estimated $1.98K and bringing the position to 18,827 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #235.

Zhang Financial first reported a position in SCHV in Q2 2021 and has held it in 20 quarters since. The position peaked at $987K in Q4 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Zhang Financial held 18,827 shares of Schwab US Large-Cap Value ETF worth $655K as of Q2 2026.
  • Zhang Financial bought 60 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.98K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #235 holding.
  • Zhang Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Zhang Financial's Schwab US Large-Cap Value ETF position peaked at $987K in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.