RF
SCHV

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

rebel Financial’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 		$13.6M Sell
447,195
-21,449
-5% -$668K 5.91% 3
2025
Q4 		$13.9M Buy
+468,644
New +$13.7M 5.93% 3
2025
Q3 		– Sell
-477,459
Closed -$13.6M – 2
2025
Q2 		$13.2M Buy
+477,459
New +$12.5M 6.02% 2

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

rebel Financial's SCHV Position: Q1 2026 in Review

rebel Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 4.6% in Q1 2026, selling an estimated $668K and leaving 447,195 shares worth $13.6M. The position accounts for 5.91% of the portfolio, ranked #3.

rebel Financial first reported a position in SCHV in Q2 2025 and has held it in 3 quarters since. The position peaked at $13.9M in Q4 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • rebel Financial held 447,195 shares of Schwab US Large-Cap Value ETF worth $13.6M as of Q1 2026.
  • rebel Financial sold 21,449 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $668K.
  • Schwab US Large-Cap Value ETF made up 5.91% of rebel Financial's portfolio in Q1 2026, its #3 holding.
  • rebel Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's Schwab US Large-Cap Value ETF position peaked at $13.9M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.