Rothwell Investment Advisors, LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Rothwell Investment Advisors, 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	$2.04K	Buy	+61	New	+$2.1K	﹤0.01%	1033

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

Rothwell Investment Advisors, LLC's SCHV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 61 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

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

Rothwell Investment Advisors, LLC held 61 shares of Schwab US Large-Cap Value ETF worth $2.04K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1033 holding.
633 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.