RRWA
SCHV

Rainey & Randall Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Rainey & Randall Wealth Advisors’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 		$91.4M Buy
2,996,245
+18,373
+0.6% +$572K 14.84% 1
2025
Q4 		$88.2M Buy
2,977,872
+31,180
+1% +$911K 14.39% 2
2025
Q3 		$85.8M Buy
2,946,692
+3,939
+0.1% +$112K 14.33% 2
2025
Q2 		$81.4M Buy
2,942,753
+28,766
+1% +$756K 14.91% 2
2025
Q1 		$77.5M Buy
2,913,987
+36,567
+1% +$981K 15.16% 1
2024
Q4 		$75M Buy
2,877,420
+113,946
+4% +$3.08M 14.87% 2
2024
Q3 		$74M Buy
2,763,474
+42,012
+2% +$1.08M 15.9% 1
2024
Q2 		$67.6M Buy
2,721,462
+41,259
+2% +$1.02M 15.94% 1
2024
Q1 		$67.9M Buy
2,680,203
+49,596
+2% +$1.19M 15.87% 1
2023
Q4 		$61.5M Buy
2,630,607
+63,861
+2% +$1.4M 15.68% 1
2023
Q3 		$55.2M Buy
2,566,746
+106,251
+4% +$2.39M 15.93% 1
2023
Q2 		$55M Buy
2,460,495
+70,662
+3% +$1.54M 16.35% 1
2023
Q1 		$52.2M Buy
2,389,833
+137,487
+6% +$3.06M 16.76% 1
2022
Q4 		$49.6M Buy
2,252,346
+70,650
+3% +$1.53M 17.45% 1
2022
Q3 		$42.5M Buy
2,181,696
+251,646
+13% +$5.42M 16.44% 1
2022
Q2 		$40.2M Buy
1,930,050
+120,567
+7% +$2.71M 15.76% 1
2022
Q1 		$43.1M Buy
1,809,483
+183,474
+11% +$4.34M 15.59% 1
2021
Q4 		$39.7M Buy
1,626,009
+77,166
+5% +$1.83M 16.3% 1
2021
Q3 		$34.8M Buy
1,548,843
+650,937
+72% +$15.1M 16.63% 1
2021
Q2 		$20.5M Buy
897,906
+35,415
+4% +$803K 10.02% 2
2021
Q1 		$18.8M Buy
862,491
+44,679
+5% +$931K 10.12% 3
2020
Q4 		$16.2M Buy
817,812
+47,637
+6% +$891K 9.64% 3
2020
Q3 		$13.4M Sell
770,175
-1,722
-0.2% -$30.1K 9.23% 4
2020
Q2 		$12.9M Buy
771,897
+146,862
+23% +$2.4M 14.97% 2
2020
Q1 		$9.22M Sell
625,035
-9,312
-1% -$171K 14.44% 2
2019
Q4 		$12.7M Buy
634,347
+2,298
+0.4% +$44.5K 11.22% 3
2019
Q3 		$12M Buy
632,049
+1,176
+0.2% +$22K 11.88% 3
2019
Q2 		$11.8M Buy
630,873
+2,967
+0.5% +$54.8K 10.99% 4
2019
Q1 		$11.5M Buy
627,906
+29,433
+5% +$522K 8.05% 5
2018
Q4 		$9.83M Sell
598,473
-71,181
-11% -$1.26M 7.78% 5
2018
Q3 		$12.5M Buy
669,654
+6,870
+1% +$127K 8.89% 4
2018
Q2 		$11.7M Buy
662,784
+12,747
+2% +$227K 14.17% 2
2018
Q1 		$11.4M Buy
650,037
+50,019
+8% +$916K 8.93% 4
2017
Q4 		$10.9M Buy
+600,018
New +$10.7M 9.47% 4

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

Rainey & Randall Wealth Advisors's SCHV Position: Q1 2026 in Review

Rainey & Randall Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.62% in Q1 2026, buying an estimated $572K and bringing the position to 2,996,245 shares worth $91.4M. The position accounts for 14.84% of the portfolio, ranked #1.

Rainey & Randall Wealth Advisors first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Rainey & Randall Wealth Advisors held 2,996,245 shares of Schwab US Large-Cap Value ETF worth $91.4M as of Q1 2026.
  • Rainey & Randall Wealth Advisors bought 18,373 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $572K.
  • Schwab US Large-Cap Value ETF made up 14.84% of Rainey & Randall Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Rainey & Randall Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.