RPGK
SCHV

Retirement Planning Group (Kansas)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.51M Buy
72,049
+8,799
+14% +$290K 0.06% 130
2026
Q1 		$1.93M Sell
63,250
-2,532
-4% -$78.9K 0.06% 137
2025
Q4 		$1.95M Sell
65,782
-575
-0.9% -$16.8K 0.06% 123
2025
Q3 		$1.93M Sell
66,357
-3,124
-4% -$88.8K 0.07% 113
2025
Q2 		$1.92M Sell
69,481
-756
-1% -$19.9K 0.08% 90
2025
Q1 		$1.87M Sell
70,237
-6,250
-8% -$168K 0.09% 86
2024
Q4 		$1.99M Buy
76,487
+7,940
+12% +$214K 0.1% 78
2024
Q3 		$1.84M Sell
68,547
-948
-1% -$24.4K 0.1% 88
2024
Q2 		$1.72M Sell
69,495
-13,647
-16% -$337K 0.11% 78
2024
Q1 		$2.11M Buy
83,142
+8,376
+11% +$201K 0.16% 65
2023
Q4 		$1.75M Buy
74,766
+35,799
+92% +$783K 0.16% 51
2023
Q3 		$837K Buy
38,967
+294
+0.8% +$6.6K 0.09% 64
2023
Q2 		$865K Sell
38,673
-13,017
-25% -$284K 0.09% 69
2023
Q1 		$1.13M Buy
51,690
+33,180
+179% +$737K 0.12% 54
2022
Q4 		$407K Sell
18,510
-888
-5% -$19.2K 0.05% 98
2022
Q3 		$378K Sell
19,398
-957
-5% -$20.6K 0.05% 98
2022
Q2 		$424K Sell
20,355
-5,451
-21% -$122K 0.05% 81
2022
Q1 		$614K Buy
25,806
+2,307
+10% +$54.6K 0.07% 67
2021
Q4 		$574K Sell
23,499
-1,131
-5% -$26.8K 0.06% 67
2021
Q3 		$554K Buy
24,630
+5,220
+27% +$121K 0.06% 54
2021
Q2 		$442K Buy
+19,410
New +$440K 0.05% 60

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 Planning Group (Kansas)'s SCHV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 14% in Q2 2026, buying an estimated $290K and bringing the position to 72,049 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #130.

Retirement Planning Group (Kansas) first reported a position in SCHV in Q2 2021 and has held it in 21 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Retirement Planning Group (Kansas) held 72,049 shares of Schwab US Large-Cap Value ETF worth $2.51M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 8,799 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $290K.
  • Schwab US Large-Cap Value ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #130 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.