LI
SCHV

LRI Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LRI Investments’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 		– Sell
-261
Closed -$7.96K – 1997
2026
Q1 		$7.96K Hold
261
– – ﹤0.01% 948
2025
Q4 		$7.73K Hold
261
– – ﹤0.01% 937
2025
Q3 		$7.6K Hold
261
– – ﹤0.01% 934
2025
Q2 		$7.22K Hold
261
– – ﹤0.01% 917
2025
Q1 		$6.94K Hold
261
– – ﹤0.01% 864
2024
Q4 		$6.8K Sell
261
-522
-67% -$14.1K ﹤0.01% 859
2024
Q3 		$7.11K Buy
783
+522
+200% +$13.4K ﹤0.01% 848
2024
Q2 		$6.45K Hold
261
– – ﹤0.01% 835
2024
Q1 		$6.61K Buy
+261
New +$6.26K ﹤0.01% 577

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

LRI Investments's SCHV Position: Q2 2026 in Review

LRI Investments sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 261 shares — an estimated $7.96K sold.

LRI Investments first reported a position in SCHV in Q1 2024 and held it in 9 quarters. The position peaked at $7.96K in Q1 2026. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • LRI Investments reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 261 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.96K.
  • LRI Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 9 quarters.
  • LRI Investments's Schwab US Large-Cap Value ETF position peaked at $7.96K in Q1 2026.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.