RIA
SCHV

Regal Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Regal Investment 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 		$2.44M Buy
79,860
+3,288
+4% +$102K 0.14% 175
2025
Q4 		$2.27M Sell
76,572
-376
-0.5% -$11K 0.14% 173
2025
Q3 		$2.24M Buy
76,948
+8,331
+12% +$237K 0.15% 166
2025
Q2 		$1.9M Sell
68,617
-1,963
-3% -$51.6K 0.14% 158
2025
Q1 		$1.88M Buy
70,580
+2,139
+3% +$57.4K 0.15% 157
2024
Q4 		$1.78M Sell
68,441
-33,559
-33% -$906K 0.13% 170
2024
Q3 		$2.73M Buy
102,000
+4,143
+4% +$106K 0.19% 134
2024
Q2 		$2.42M Buy
97,857
+2,220
+2% +$54.9K 0.16% 152
2024
Q1 		$2.42M Buy
95,637
+13,941
+17% +$334K 0.17% 152
2023
Q4 		$1.91M Buy
81,696
+9,642
+13% +$211K 0.14% 163
2023
Q3 		$1.55M Buy
72,054
+8,739
+14% +$196K 0.13% 169
2023
Q2 		$1.42M Buy
63,315
+9,951
+19% +$217K 0.12% 177
2023
Q1 		$1.17M Sell
53,364
-3
-0% -$67 0.1% 185
2022
Q4 		$1.17M Buy
53,367
+1,374
+3% +$29.7K 0.11% 173
2022
Q3 		$1.01M Buy
51,993
+3,153
+6% +$67.9K 0.11% 178
2022
Q2 		$1.02M Buy
48,840
+7,863
+19% +$176K 0.11% 179
2022
Q1 		$975K Buy
40,977
+1,785
+5% +$42.3K 0.09% 218
2021
Q4 		$957K Sell
39,192
-249
-0.6% -$5.9K 0.08% 251
2021
Q3 		$887K Buy
39,441
+1,269
+3% +$29.4K 0.09% 250
2021
Q2 		$870K Buy
+38,172
New +$866K 0.09% 244
2021
Q1 		– Sell
-32,703
Closed -$649K – 346
2020
Q4 		$649K Buy
+32,703
New +$611K 0.07% 240
2020
Q3 		– Sell
-30,774
Closed -$514K – 226
2020
Q2 		$514K Buy
+30,774
New +$502K 0.09% 178
2020
Q1 		– Sell
-28,503
Closed -$571K – 255
2019
Q4 		$571K Buy
28,503
+7,386
+35% +$143K 0.1% 184
2019
Q3 		$399K Buy
21,117
+4,308
+26% +$80.6K 0.08% 212
2019
Q2 		$315K Buy
16,809
+639
+4% +$11.8K 0.06% 242
2019
Q1 		$295K Sell
16,170
-4,806
-23% -$85.3K 0.06% 246
2018
Q4 		$345K Buy
20,976
+2,430
+13% +$43K 0.08% 223
2018
Q3 		$347K Buy
18,546
+4,092
+28% +$75.8K 0.07% 224
2018
Q2 		$256K Sell
14,454
-1,686
-10% -$30.1K 0.08% 227
2018
Q1 		$284K Sell
16,140
-12,015
-43% -$220K 0.06% 237
2017
Q4 		$513K Buy
28,155
+1,197
+4% +$21.3K 0.11% 172
2017
Q3 		$466K Sell
26,958
-996
-4% -$16.9K 0.11% 183
2017
Q2 		$468K Buy
27,954
+114
+0.4% +$1.9K 0.12% 171
2017
Q1 		$461K Sell
27,840
-1,602
-5% -$26.3K 0.12% 172
2016
Q4 		$472K Buy
29,442
+7,560
+35% +$117K 0.13% 160
2016
Q3 		$332K Sell
21,882
-3,390
-13% -$51.7K 0.09% 193
2016
Q2 		$377K Buy
25,272
+3,909
+18% +$57.2K 0.1% 178
2016
Q1 		$308K Buy
21,363
+6,747
+46% +$92.3K 0.08% 195
2015
Q4 		$206K Buy
14,616
+5,994
+70% +$85.1K 0.05% 244
2015
Q3 		$114K Buy
8,622
+5,886
+215% +$82.4K 0.03% 326
2015
Q2 		$39K Buy
+2,736
New +$40.3K 0.01% 459

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

Regal Investment Advisors's SCHV Position: Q1 2026 in Review

Regal Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.3% in Q1 2026, buying an estimated $102K and bringing the position to 79,860 shares worth $2.44M. The position accounts for 0.14% of the portfolio, ranked #175.

Regal Investment Advisors first reported a position in SCHV in Q2 2015 and has held it in 41 quarters since. The position peaked at $2.73M in Q3 2024. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Regal Investment Advisors held 79,860 shares of Schwab US Large-Cap Value ETF worth $2.44M as of Q1 2026.
  • Regal Investment Advisors bought 3,288 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $102K.
  • Schwab US Large-Cap Value ETF made up 0.14% of Regal Investment Advisors's portfolio in Q1 2026, its #175 holding.
  • Regal Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and has held it in 41 quarters since.
  • Regal Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $2.73M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.