RWM
SCHV

RBA Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

RBA Wealth Management’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 		$283K Sell
8,140
-1,625
-17% -$53.5K 0.1% 73
2026
Q1 		$298K Sell
9,765
-66
-0.7% -$2.06K 0.11% 81
2025
Q4 		$291K Buy
9,831
+316
+3% +$9.24K 0.1% 80
2025
Q3 		$277K Buy
9,515
+244
+3% +$6.93K 0.1% 82
2025
Q2 		$257K Buy
9,271
+34
+0.4% +$894 0.1% 84
2025
Q1 		$246K Sell
9,237
-3
-0% -$81 0.1% 84
2024
Q4 		$241K Sell
9,240
-753
-8% -$20.3K 0.09% 83
2024
Q3 		$268K Sell
9,993
-1,485
-13% -$38.1K 0.1% 80
2024
Q2 		$283K Sell
11,478
-1,068
-9% -$26.4K 0.11% 75
2024
Q1 		$318K Sell
12,546
-534
-4% -$12.8K 0.13% 74
2023
Q4 		$306K Sell
13,080
-276
-2% -$6.04K 0.13% 73
2023
Q3 		$287K Buy
13,356
+144
+1% +$3.23K 0.14% 72
2023
Q2 		$295K Sell
13,212
-1,176
-8% -$25.7K 0.14% 74
2023
Q1 		$315K Sell
14,388
-1,086
-7% -$24.1K 0.16% 73
2022
Q4 		$341K Buy
15,474
+261
+2% +$5.65K 0.18% 69
2022
Q3 		$297K Buy
15,213
+225
+2% +$4.84K 0.17% 72
2022
Q2 		$312K Sell
14,988
-1,344
-8% -$30.2K 0.17% 73
2022
Q1 		$389K Buy
16,332
+51
+0.3% +$1.21K 0.19% 73
2021
Q4 		$397K Buy
+16,281
New +$386K 0.19% 78
2021
Q1 		– Sell
-13,347
Closed -$265K – 256
2020
Q4 		$265K Sell
13,347
-252
-2% -$4.71K 0.16% 91
2020
Q3 		$237K Buy
13,599
+1,029
+8% +$18K 0.16% 97
2020
Q2 		$210K Buy
+12,570
New +$205K 0.15% 97
2020
Q1 		– Sell
-10,485
Closed -$210K – 108
2019
Q4 		$210K Sell
10,485
-729
-7% -$14.1K 0.14% 100
2019
Q3 		$212K Sell
11,214
-78
-0.7% -$1.46K 0.16% 97
2019
Q2 		$211K Buy
+11,292
New +$209K 0.16% 84

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

RBA Wealth Management's SCHV Position: Q2 2026 in Review

RBA Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q2 2026, selling an estimated $53.5K and leaving 8,140 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #73.

RBA Wealth Management first reported a position in SCHV in Q2 2019 and has held it in 25 quarters since. The position peaked at $397K in Q4 2021. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • RBA Wealth Management held 8,140 shares of Schwab US Large-Cap Value ETF worth $283K as of Q2 2026.
  • RBA Wealth Management sold 1,625 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $53.5K.
  • Schwab US Large-Cap Value ETF made up 0.1% of RBA Wealth Management's portfolio in Q2 2026, its #73 holding.
  • RBA Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 25 quarters since.
  • RBA Wealth Management's Schwab US Large-Cap Value ETF position peaked at $397K in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.