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

Retirement Investment 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	$6.41M	Buy	187,435 +31,564	+20%	+$1.04M	0.46%	13
2026 Q1	$4.62M	Hold	155,871	–	–	0.37%	14
2025 Q4	$4.62M	Buy	155,871 +11,331	+8%	+$331K	0.37%	14
2025 Q3	$4.21M	Sell	144,540 -209	-0.1%	-$5.94K	0.35%	14
2025 Q2	$4.01M	Buy	144,749 +530	+0.4%	+$13.9K	0.36%	14
2025 Q1	$3.83M	Buy	144,219 +2,343	+2%	+$62.9K	0.39%	15
2024 Q4	$3.7M	Buy	141,876 +1,272	+0.9%	+$34.3K	0.39%	15
2024 Q3	$3.77M	Buy	140,604 +5,751	+4%	+$148K	0.41%	14
2024 Q2	$3.33M	Buy	+134,853	New	+$3.33M	0.4%	15
2023 Q4	$3.12M	Buy	+133,470	New	+$2.92M	0.45%	16
2023 Q3	–	Sell	-9,042	Closed	-$202K	–	66
2023 Q2	$202K	Sell	9,042 -12,054	-57%	-$263K	0.02%	62
2023 Q1	$459K	Buy	+21,096	New	+$469K	0.08%	41

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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 Investment Advisors's SCHV Position: Q2 2026 in Review

Retirement Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 20% in Q2 2026, buying an estimated $1.04M and bringing the position to 187,435 shares worth $6.41M. The position accounts for 0.46% of the portfolio, ranked #13.

Retirement Investment Advisors first reported a position in SCHV in Q1 2023 and has held it in 12 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Retirement Investment Advisors held 187,435 shares of Schwab US Large-Cap Value ETF worth $6.41M as of Q2 2026.
Retirement Investment Advisors bought 31,564 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.04M.
Schwab US Large-Cap Value ETF made up 0.46% of Retirement Investment Advisors's portfolio in Q2 2026, its #13 holding.
Retirement Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.