CRC
SCHV

Curi RMB Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Curi RMB Capital’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 		$381K Buy
10,933
+1,578
+17% +$52K 0.01% 679
2026
Q1 		$285K Hold
9,355
– – 0.01% 732
2025
Q4 		$277K Hold
9,355
– – ﹤0.01% 776
2025
Q3 		$272K Hold
9,355
– – 0.01% 624
2025
Q2 		$259K Hold
9,355
– – ﹤0.01% 610
2025
Q1 		$249K Hold
9,355
– – 0.01% 450
2024
Q4 		$244K Sell
9,355
-188
-2% -$5.08K 0.01% 488
2024
Q3 		$256K Sell
9,543
-450
-5% -$11.6K 0.01% 504
2024
Q2 		$247K Sell
9,993
-57
-0.6% -$1.41K 0.01% 496
2024
Q1 		$255K Buy
+10,050
New +$241K 0.01% 515

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

Curi RMB Capital's SCHV Position: Q2 2026 in Review

Curi RMB Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q2 2026, buying an estimated $52K and bringing the position to 10,933 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #679.

Curi RMB Capital first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Curi RMB Capital held 10,933 shares of Schwab US Large-Cap Value ETF worth $381K as of Q2 2026.
  • Curi RMB Capital bought 1,578 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $52K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #679 holding.
  • Curi RMB Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.