HR
SCHV

Howe & Rusling’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Howe & Rusling’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 		$107K Buy
3,520
+50
+1% +$1.56K 0.01% 324
2025
Q4 		$103K Buy
3,470
+19
+0.6% +$555 0.01% 327
2025
Q3 		$100K Buy
3,451
+17
+0.5% +$483 0.01% 316
2025
Q2 		$95K Buy
3,434
+18
+0.5% +$473 0.01% 316
2025
Q1 		$90.8K Sell
3,416
-209
-6% -$5.61K 0.01% 307
2024
Q4 		$94.5K Buy
3,625
+247
+7% +$6.67K 0.01% 286
2024
Q3 		$90.5K Buy
3,378
+39
+1% +$1K 0.01% 275
2024
Q2 		$82.5K Hold
3,339
– – 0.01% 269
2024
Q1 		$84.6K Buy
3,339
+18
+0.5% +$432 0.01% 271
2023
Q4 		$77.6K Sell
3,321
-1,413
-30% -$30.9K 0.01% 257
2023
Q3 		$102K Sell
4,734
-1,614
-25% -$36.2K 0.01% 236
2023
Q2 		$142K Buy
6,348
+3,090
+95% +$67.5K 0.02% 231
2023
Q1 		$71.2K Sell
3,258
-1,281
-28% -$28.5K 0.01% 235
2022
Q4 		$99.9K Buy
4,539
+1,323
+41% +$28.6K 0.01% 214
2022
Q3 		$63K Buy
3,216
+21
+0.7% +$452 0.01% 298
2022
Q2 		$66K Buy
3,195
+21
+0.7% +$471 0.01% 283
2022
Q1 		$76K Buy
3,174
+12
+0.4% +$284 0.01% 279
2021
Q4 		$77K Buy
3,162
+21
+0.7% +$497 0.01% 279
2021
Q3 		$71K Buy
3,141
+15
+0.5% +$347 0.01% 273
2021
Q2 		$71K Buy
3,126
+15
+0.5% +$340 0.01% 269
2021
Q1 		$68K Buy
3,111
+15
+0.5% +$312 0.01% 270
2020
Q4 		$61K Buy
3,096
+18
+0.6% +$337 0.01% 267
2020
Q3 		$54K Buy
+3,078
New +$53.8K 0.01% 257

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Howe & Rusling's SCHV Position: Q1 2026 in Review

Howe & Rusling increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q1 2026, buying an estimated $1.56K and bringing the position to 3,520 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #324.

Howe & Rusling first reported a position in SCHV in Q3 2020 and has held it in 23 quarters since. The position peaked at $142K in Q2 2023. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Howe & Rusling held 3,520 shares of Schwab US Large-Cap Value ETF worth $107K as of Q1 2026.
  • Howe & Rusling bought 50 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.56K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #324 holding.
  • Howe & Rusling first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Howe & Rusling's Schwab US Large-Cap Value ETF position peaked at $142K in Q2 2023.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.