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

Resolute 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	$613K	Buy	20,099 +94	+0.5%	+$2.93K	0.25%	35
2025 Q4	$592K	Buy	20,005 +110	+0.6%	+$3.21K	0.19%	32
2025 Q3	$579K	Buy	19,895 +101	+0.5%	+$2.87K	0.15%	34
2025 Q2	$548K	Buy	19,794 +104	+0.5%	+$2.73K	0.14%	34
2025 Q1	$523K	Buy	19,690 +105	+0.5%	+$2.82K	0.15%	29
2024 Q4	$511K	Buy	19,585 +118	+0.6%	+$3.19K	0.1%	38
2024 Q3	$521K	Buy	+19,467	New	+$500K	0.11%	29
2023 Q3	–	Sell	-18,888	Closed	-$422K	–	67
2023 Q2	$422K	Buy	18,888 +87	+0.5%	+$1.9K	0.04%	41
2023 Q1	$411K	Buy	+18,801	New	+$418K	0.05%	39

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Resolute Advisors's SCHV Position: Q1 2026 in Review

Resolute Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.47% in Q1 2026, buying an estimated $2.93K and bringing the position to 20,099 shares worth $613K. The position accounts for 0.25% of the portfolio, ranked #35.

Resolute Advisors first reported a position in SCHV in Q1 2023 and has held it in 9 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Resolute Advisors held 20,099 shares of Schwab US Large-Cap Value ETF worth $613K as of Q1 2026.
Resolute Advisors bought 94 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.93K.
Schwab US Large-Cap Value ETF made up 0.25% of Resolute Advisors's portfolio in Q1 2026, its #35 holding.
Resolute Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 9 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Resolute Advisors's 13F filing for Q1 2026, filed 7 May 2026.