RFG
SCHV

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

REAP Financial Group’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 		$22.4K Buy
642
+2
+0.3% +$66 ﹤0.01% 368
2026
Q1 		$19.5K Sell
640
-1,660
-72% -$51.7K ﹤0.01% 363
2025
Q4 		$68.1K Buy
2,300
+646
+39% +$18.9K 0.01% 262
2025
Q3 		$48.1K Buy
+1,654
New +$47K 0.01% 276

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

REAP Financial Group's SCHV Position: Q2 2026 in Review

REAP Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.31% in Q2 2026, buying an estimated $66 and bringing the position to 642 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

REAP Financial Group first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. The position peaked at $68.1K in Q4 2025. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • REAP Financial Group held 642 shares of Schwab US Large-Cap Value ETF worth $22.4K as of Q2 2026.
  • REAP Financial Group bought 2 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of REAP Financial Group's portfolio in Q2 2026, its #368 holding.
  • REAP Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • REAP Financial Group's Schwab US Large-Cap Value ETF position peaked at $68.1K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.