IF
SCHV

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

Ironwood 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 		$901K Buy
26,320
+47
+0.2% +$1.55K 0.14% 95
2026
Q1 		$801K Sell
26,273
-1,432
-5% -$44.6K 0.14% 94
2025
Q4 		$850K Sell
27,705
-1,013
-4% -$29.6K 0.14% 91
2025
Q3 		$836K Sell
28,718
-236
-0.8% -$6.71K 0.15% 93
2025
Q2 		$770K Hold
28,954
– – 0.17% 88
2025
Q1 		$770K Sell
28,954
-278
-1% -$7.46K 0.17% 88
2024
Q4 		$762K Buy
29,232
+186
+0.6% +$5.02K 0.16% 88
2024
Q3 		$778K Sell
29,046
-18
-0.1% -$462 0.16% 83
2024
Q2 		$718K Sell
29,064
-516
-2% -$12.8K 0.16% 91
2024
Q1 		$749K Sell
29,580
-2,091
-7% -$50.1K 0.17% 87
2023
Q4 		$740K Buy
31,671
+2,850
+10% +$62.3K 0.18% 83
2023
Q3 		$619K Buy
28,821
+2,889
+11% +$64.9K 0.17% 81
2023
Q2 		$580K Buy
25,932
+726
+3% +$15.9K 0.15% 84
2023
Q1 		$551K Sell
25,206
-1,101
-4% -$24.5K 0.15% 88
2022
Q4 		$579K Sell
26,307
-3,600
-12% -$77.9K 0.18% 83
2022
Q3 		$583K Buy
29,907
+807
+3% +$17.4K 0.19% 71
2022
Q2 		$606K Buy
29,100
+6,429
+28% +$144K 0.19% 73
2022
Q1 		$539K Buy
22,671
+2,991
+15% +$70.8K 0.15% 78
2021
Q4 		$480K Buy
19,680
+13,719
+230% +$325K 0.13% 85
2021
Q3 		$134K Buy
5,961
+3,693
+163% +$85.4K 0.04% 132
2021
Q2 		$52K Buy
2,268
+1,182
+109% +$26.8K 0.02% 185
2021
Q1 		$24K Hold
1,086
– – 0.01% 243
2020
Q4 		$22K Hold
1,086
– – 0.01% 237
2020
Q3 		$19K Hold
1,086
– – 0.01% 198
2020
Q2 		$18K Hold
1,086
– – 0.01% 195
2020
Q1 		$16K Sell
1,086
-1,530
-58% -$28K 0.01% 173
2019
Q4 		$52K Sell
2,616
-3,102
-54% -$60.1K 0.02% 113
2019
Q3 		$108K Hold
5,718
– – 0.05% 70
2019
Q2 		$107K Hold
5,718
– – 0.05% 72
2019
Q1 		$104K Sell
5,718
-156
-3% -$2.77K 0.05% 71
2018
Q4 		$97K Buy
5,874
+42
+0.7% +$743 0.05% 73
2018
Q3 		$109K Hold
5,832
– – 0.06% 68
2018
Q2 		$103K Hold
5,832
– – 0.06% 61
2018
Q1 		$103K Hold
5,832
– – 0.11% 50
2017
Q4 		$106K Sell
5,832
-45
-0.8% -$801 0.06% 59
2017
Q3 		$102K Sell
5,877
-72
-1% -$1.22K 0.06% 65
2017
Q2 		$100K Sell
5,949
-1,194
-17% -$19.9K 0.06% 62
2017
Q1 		$118K Sell
7,143
-1,779
-20% -$29.2K 0.08% 56
2016
Q4 		$143K Sell
8,922
-846
-9% -$13.1K 0.1% 51
2016
Q3 		$148K Sell
9,768
-1,740
-15% -$26.5K 0.11% 53
2016
Q2 		$172K Sell
11,508
-1,620
-12% -$23.7K 0.13% 49
2016
Q1 		$189K Buy
+13,128
New +$180K 0.15% 46
2015
Q3 		$191K Sell
14,403
-1,107
-7% -$15.5K 0.09% 69
2015
Q2 		$222K Sell
15,510
-2,841
-15% -$41.8K 0.11% 64
2015
Q1 		$265K Sell
18,351
-2,295
-11% -$33.4K 0.13% 63
2014
Q4 		$303K Buy
+20,646
New +$298K 0.17% 57

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

Ironwood Financial's SCHV Position: Q2 2026 in Review

Ironwood Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.18% in Q2 2026, buying an estimated $1.55K and bringing the position to 26,320 shares worth $901K. The position accounts for 0.14% of the portfolio, ranked #95.

Ironwood Financial first reported a position in SCHV in Q4 2014 and has held it in 46 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ironwood Financial held 26,320 shares of Schwab US Large-Cap Value ETF worth $901K as of Q2 2026.
  • Ironwood Financial bought 47 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.55K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Ironwood Financial's portfolio in Q2 2026, its #95 holding.
  • Ironwood Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.