RMP
SCHV

Richards, Merrill & Peterson’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Richards, Merrill & Peterson’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 		$171K Sell
4,900
-2,292
-32% -$75.5K 0.05% 199
2026
Q1 		$219K Hold
7,192
– – 0.08% 176
2025
Q4 		$213K Hold
7,192
– – 0.08% 169
2025
Q3 		$209K Buy
+7,192
New +$204K 0.09% 162

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

Richards, Merrill & Peterson's SCHV Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 32% in Q2 2026, selling an estimated $75.5K and leaving 4,900 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #199.

Richards, Merrill & Peterson first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. The position peaked at $219K in Q1 2026. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Richards, Merrill & Peterson held 4,900 shares of Schwab US Large-Cap Value ETF worth $171K as of Q2 2026.
  • Richards, Merrill & Peterson sold 2,292 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $75.5K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #199 holding.
  • Richards, Merrill & Peterson first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Richards, Merrill & Peterson's Schwab US Large-Cap Value ETF position peaked at $219K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.