Retireful LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Retireful LLC’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 Q3	–	Sell	-17,760	Closed	-$618K	–	114
2026 Q2	$618K	Buy	+17,760	New	+$585K	0.58%	45
2024 Q3	–	Sell	-214,956	Closed	-$5.31M	–	115
2024 Q2	$5.31M	Buy	+214,956	New	+$5.31M	2.5%	8
2024 Q1	–	Sell	-269,403	Closed	-$6.3M	–	132
2023 Q4	$6.3M	Buy	+269,403	New	+$5.89M	2.74%	6

Other funds holding SCHV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retireful LLC's SCHV Position: Q3 2026 in Review

Retireful LLC sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 17,760 shares — an estimated $618K sold.

Retireful LLC first reported a position in SCHV in Q4 2023 and held it in 3 quarters. The position peaked at $6.3M in Q4 2023. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Retireful LLC reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Retireful LLC sold 17,760 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $618K.
Retireful LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 3 quarters.
Retireful LLC's Schwab US Large-Cap Value ETF position peaked at $6.3M in Q4 2023.
905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.