RL
SCHV

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Retireful LLC's SCHV Position: Q2 2026 in Review

Retireful LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 17,760 shares worth $618K. The stake represents 0.58% of the portfolio and ranks #45 among its holdings. This is a return to the name: Retireful LLC previously reported a position in SCHV as recently as Q2 2024.

Retireful LLC first reported a position in SCHV in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.3M in Q4 2023. 518 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Retireful LLC held 17,760 shares of Schwab US Large-Cap Value ETF worth $618K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Retireful LLC position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.58% of Retireful LLC's portfolio in Q2 2026, its #45 holding.
  • Retireful LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • Retireful LLC's Schwab US Large-Cap Value ETF position peaked at $6.3M in Q4 2023.
  • 518 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.