NRI
SCHV

NFP Retirement Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

NFP Retirement Inc’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 		$1.07M Sell
35,111
-3,975
-10% -$124K 0.06% 135
2025
Q4 		$1.16M Sell
39,086
-1,754
-4% -$51.3K 0.07% 125
2025
Q3 		$1.19M Sell
40,840
-4,107
-9% -$117K 0.08% 120
2025
Q2 		$1.24M Buy
44,947
+588
+1% +$15.5K 0.08% 122
2025
Q1 		$1.18M Sell
44,359
-13,111
-23% -$352K 0.09% 109
2024
Q4 		$1.5M Sell
57,470
-1,480
-3% -$40K 0.12% 96
2024
Q3 		$1.58M Sell
58,950
-8,211
-12% -$211K 0.13% 93
2024
Q2 		$1.66M Sell
67,161
-21,708
-24% -$536K 0.14% 91
2024
Q1 		$2.25M Sell
88,869
-19,194
-18% -$460K 0.19% 74
2023
Q4 		$2.53M Sell
108,063
-2,562
-2% -$56K 0.43% 51
2023
Q3 		$2.38M Buy
110,625
+7,248
+7% +$163K 0.45% 53
2023
Q2 		$2.31M Sell
103,377
-5,466
-5% -$119K 0.43% 56
2023
Q1 		$2.38M Sell
108,843
-3,192
-3% -$70.9K 0.47% 52
2022
Q4 		$2.47M Sell
112,035
-119,496
-52% -$2.59M 0.54% 49
2022
Q3 		$4.52M Sell
231,531
-37,686
-14% -$811K 1.11% 29
2022
Q2 		$5.6M Buy
269,217
+34,284
+15% +$770K 1.42% 15
2022
Q1 		$5.59M Buy
234,933
+1,881
+0.8% +$44.5K 1.32% 22
2021
Q4 		$5.69M Buy
233,052
+13,047
+6% +$309K 2.04% 11
2021
Q3 		$4.95M Sell
220,005
-47,385
-18% -$1.1M 2.02% 10
2021
Q2 		$6.09M Buy
267,390
+130,434
+95% +$2.96M 2.35% 10
2021
Q1 		$2.98M Buy
136,956
+39,882
+41% +$831K 1.3% 18
2020
Q4 		$1.93M Buy
97,074
+16,548
+21% +$309K 1.19% 24
2020
Q3 		$1.4M Buy
80,526
+28,623
+55% +$501K 0.92% 32
2020
Q2 		$867K Sell
51,903
-34,011
-40% -$555K 0.63% 42
2020
Q1 		$1.27M Buy
85,914
+29,979
+54% +$550K 1.24% 22
2019
Q4 		$1.12M Buy
+55,935
New +$1.08M 1.04% 30

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 $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.64B AUM 14.73% 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 $11.8B AUM 9.48% 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

NFP Retirement Inc's SCHV Position: Q1 2026 in Review

NFP Retirement Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 10% in Q1 2026, selling an estimated $124K and leaving 35,111 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #135.

NFP Retirement Inc first reported a position in SCHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.09M in Q2 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • NFP Retirement Inc held 35,111 shares of Schwab US Large-Cap Value ETF worth $1.07M as of Q1 2026.
  • NFP Retirement Inc sold 3,975 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $124K.
  • Schwab US Large-Cap Value ETF made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #135 holding.
  • NFP Retirement Inc first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Schwab US Large-Cap Value ETF position peaked at $6.09M in Q2 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.