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

Retirement Planning Group (New York)’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	$790K	Sell	22,683 -593	-3%	-$19.5K	0.43%	44
2026 Q1	$710K	Buy	23,276 +2,205	+10%	+$68.7K	0.46%	43
2025 Q4	$624K	Buy	21,071 +3,634	+21%	+$106K	0.43%	43
2025 Q3	$508K	Buy	17,437 +5,763	+49%	+$164K	0.38%	49
2025 Q2	$323K	Buy	11,674 +1,239	+12%	+$32.6K	0.28%	58
2025 Q1	$277K	Buy	+10,435	New	+$280K	0.28%	57

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

Retirement Planning Group (New York) reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q2 2026, selling an estimated $19.5K and leaving 22,683 shares worth $790K. The position accounts for 0.43% of the portfolio, ranked #44.

Retirement Planning Group (New York) first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Retirement Planning Group (New York) held 22,683 shares of Schwab US Large-Cap Value ETF worth $790K as of Q2 2026.
Retirement Planning Group (New York) sold 593 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $19.5K.
Schwab US Large-Cap Value ETF made up 0.43% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #44 holding.
Retirement Planning Group (New York) first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 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 (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.