Columbia River Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Columbia River Financial 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	$415K	Buy	13,631 +17	+0.1%	+$530	0.24%	43
2025 Q4	$403K	Sell	13,614 -81	-0.6%	-$2.37K	0.25%	41
2025 Q3	$398K	Sell	13,695 -2,083	-13%	-$59.2K	0.25%	41
2025 Q2	$439K	Sell	15,778 -5,436	-26%	-$143K	0.28%	39
2025 Q1	$563K	Sell	21,214 -268	-1%	-$7.19K	0.38%	37
2024 Q4	$560K	Buy	+21,482	New	+$580K	0.38%	38

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Columbia River Financial Group's SCHV Position: Q1 2026 in Review

Columbia River Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.12% in Q1 2026, buying an estimated $530 and bringing the position to 13,631 shares worth $415K. The position accounts for 0.24% of the portfolio, ranked #43.

Columbia River Financial Group first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $563K in Q1 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Columbia River Financial Group held 13,631 shares of Schwab US Large-Cap Value ETF worth $415K as of Q1 2026.
Columbia River Financial Group bought 17 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $530.
Schwab US Large-Cap Value ETF made up 0.24% of Columbia River Financial Group's portfolio in Q1 2026, its #43 holding.
Columbia River Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Columbia River Financial Group's Schwab US Large-Cap Value ETF position peaked at $563K in Q1 2025.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.