RGF
SCHV

Retirement Guys Formula’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Retirement Guys Formula’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 		$2.54M Buy
+73,108
New +$2.41M 0.96% 33
2026
Q1 		– Sell
-50,469
Closed -$1.49M – 178
2025
Q4 		$1.49M Sell
50,469
-226,987
-82% -$6.63M 0.68% 57
2025
Q3 		$8.08M Sell
277,456
-4,044
-1% -$115K 2.84% 4
2025
Q2 		$7.79M Buy
+281,500
New +$7.4M 2.96% 3
2024
Q4 		– Sell
-473,787
Closed -$12.7M – 143
2024
Q3 		$12.7M Buy
473,787
+42,852
+10% +$1.1M 5.9% 3
2024
Q2 		$10.6M Buy
430,935
+2,745
+0.6% +$67.8K 5.1% 3
2024
Q1 		$10.8M Buy
428,190
+2,175
+0.5% +$52.1K 5.29% 3
2023
Q4 		$9.95M Buy
426,015
+416,145
+4,216% +$9.1M 5.34% 3
2023
Q3 		$212K Sell
9,870
-448,386
-98% -$10.1M 0.15% 116
2023
Q2 		$10.2M Buy
458,256
+448,188
+4,452% +$9.79M 5.94% 2
2023
Q1 		$220K Sell
10,068
-8,103
-45% -$180K 0.16% 117
2022
Q4 		$400K Buy
18,171
+3,471
+24% +$75.1K 0.33% 100
2022
Q3 		$287K Buy
14,700
+1,383
+10% +$29.8K 0.3% 96
2022
Q2 		$277K Sell
13,317
-221,712
-94% -$4.98M 0.28% 106
2022
Q1 		$5.59M Buy
235,029
+36,300
+18% +$859K 3.75% 3
2021
Q4 		$4.85M Buy
+198,729
New +$4.71M 3.85% 6

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

Retirement Guys Formula's SCHV Position: Q2 2026 in Review

Retirement Guys Formula opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 73,108 shares worth $2.54M. The stake represents 0.96% of the portfolio and ranks #33 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in SCHV as recently as Q4 2025.

Retirement Guys Formula first reported a position in SCHV in Q4 2021 and has held it in 16 quarters since. The position peaked at $12.7M in Q3 2024. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Retirement Guys Formula held 73,108 shares of Schwab US Large-Cap Value ETF worth $2.54M as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Retirement Guys Formula position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.96% of Retirement Guys Formula's portfolio in Q2 2026, its #33 holding.
  • Retirement Guys Formula first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
  • Retirement Guys Formula's Schwab US Large-Cap Value ETF position peaked at $12.7M in Q3 2024.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.