RFA
SCHV

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

Resurgent Financial 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
Q2 		$222K Sell
6,382
-3,442
-35% -$113K 0.06% 277
2026
Q1 		$300K Sell
9,824
-23
-0.2% -$717 0.11% 203
2025
Q4 		$292K Sell
9,847
-454
-4% -$13.3K 0.15% 171
2025
Q3 		$300K Sell
10,301
-2,132
-17% -$60.6K 0.15% 170
2025
Q2 		$344K Sell
12,433
-447
-3% -$11.7K 0.19% 136
2025
Q1 		$342K Sell
12,880
-3,511
-21% -$94.2K 0.21% 131
2024
Q4 		$427K Sell
16,391
-103
-0.6% -$2.78K 0.25% 112
2024
Q3 		$442K Buy
16,494
+69
+0.4% +$1.77K 0.26% 113
2024
Q2 		$406K Sell
16,425
-26,673
-62% -$659K 0.25% 117
2024
Q1 		$1.09M Buy
43,098
+16,785
+64% +$402K 0.58% 46
2023
Q4 		$615K Sell
26,313
-10,764
-29% -$235K 0.38% 70
2023
Q3 		$797K Buy
37,077
+3,066
+9% +$68.9K 0.54% 42
2023
Q2 		$761K Sell
34,011
-3,888
-10% -$84.9K 0.5% 48
2023
Q1 		$828K Sell
37,899
-1,179
-3% -$26.2K 0.55% 45
2022
Q4 		$860K Buy
39,078
+780
+2% +$16.9K 0.45% 51
2022
Q3 		$747K Sell
38,298
-3,885
-9% -$83.6K 0.5% 53
2022
Q2 		$878K Sell
42,183
-699
-2% -$15.7K 0.56% 47
2022
Q1 		$1.02M Buy
42,882
+16,443
+62% +$389K 0.63% 39
2021
Q4 		$645K Buy
+26,439
New +$626K 0.51% 57

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

Resurgent Financial Advisors's SCHV Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 35% in Q2 2026, selling an estimated $113K and leaving 6,382 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #277.

Resurgent Financial Advisors first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Resurgent Financial Advisors held 6,382 shares of Schwab US Large-Cap Value ETF worth $222K as of Q2 2026.
  • Resurgent Financial Advisors sold 3,442 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $113K.
  • Schwab US Large-Cap Value ETF made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #277 holding.
  • Resurgent Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $1.09M in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.