ZRP
SCHV

Zynergy Retirement Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Zynergy Retirement Planning’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 		$3.4M Sell
97,589
-1,075
-1% -$35.4K 1.84% 9
2026
Q1 		$3.01M Sell
98,664
-3,142
-3% -$97.9K 1.82% 9
2025
Q4 		$3.01M Sell
101,806
-222
-0.2% -$6.49K 1.85% 9
2025
Q3 		$2.97M Sell
102,028
-1,464
-1% -$41.6K 1.87% 9
2025
Q2 		$2.86M Sell
103,492
-19,958
-16% -$525K 1.92% 9
2025
Q1 		$3.22M Buy
123,450
+78,739
+176% +$2.11M 2.28% 8
2024
Q4 		$3.59M Sell
44,711
-89,422
-67% -$2.41M 2.53% 8
2024
Q3 		$3.59M Sell
134,133
-12,399
-8% -$318K 2.53% 8
2024
Q2 		$3.62M Buy
+146,532
New +$3.62M 2.77% 8

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Zynergy Retirement Planning's SCHV Position: Q2 2026 in Review

Zynergy Retirement Planning reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $35.4K and leaving 97,589 shares worth $3.4M. The position accounts for 1.84% of the portfolio, ranked #9.

Zynergy Retirement Planning first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.62M in Q2 2024. 533 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Zynergy Retirement Planning held 97,589 shares of Schwab US Large-Cap Value ETF worth $3.4M as of Q2 2026.
  • Zynergy Retirement Planning sold 1,075 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $35.4K.
  • Schwab US Large-Cap Value ETF made up 1.84% of Zynergy Retirement Planning's portfolio in Q2 2026, its #9 holding.
  • Zynergy Retirement Planning first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Zynergy Retirement Planning's Schwab US Large-Cap Value ETF position peaked at $3.62M in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.