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HRT Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HRT Financial’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 		$779K Buy
+22,384
New +$737K ﹤0.01% 2328
2025
Q4 		– Sell
-7,304
Closed -$212K – 3928
2025
Q3 		$212K Buy
+7,304
New +$208K ﹤0.01% 2380
2024
Q4 		– Sell
-29,448
Closed -$788K – 3120
2024
Q3 		$788K Buy
+29,448
New +$756K ﹤0.01% 1366

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 22.9% 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

HRT Financial's SCHV Position: Q2 2026 in Review

HRT Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 22,384 shares worth $779K. The stake represents ﹤0.01% of the portfolio and ranks #2328 among its holdings. This is a return to the name: HRT Financial previously reported a position in SCHV as recently as Q3 2025.

HRT Financial first reported a position in SCHV in Q3 2024 and has held it in 3 quarters since. The position peaked at $788K in Q3 2024. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HRT Financial held 22,384 shares of Schwab US Large-Cap Value ETF worth $779K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new HRT Financial position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2328 holding.
  • HRT Financial first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • HRT Financial's Schwab US Large-Cap Value ETF position peaked at $788K in Q3 2024.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.