RMC
SCHV

Ring Mountain Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ring Mountain Capital’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
Q1 		$649K Sell
21,285
-133
-0.6% -$4.14K 0.35% 46
2025
Q4 		$663K Sell
21,418
-988
-4% -$28.9K 0.34% 44
2025
Q3 		$652K Sell
22,406
-730
-3% -$20.7K 0.36% 40
2025
Q2 		$648K Buy
23,136
+60
+0.3% +$1.58K 0.39% 40
2025
Q1 		$613K Buy
23,076
+946
+4% +$25.4K 0.46% 36
2024
Q4 		$577K Buy
+22,130
New +$597K 0.39% 42

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ring Mountain Capital's SCHV Position: Q1 2026 in Review

Ring Mountain Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.62% in Q1 2026, selling an estimated $4.14K and leaving 21,285 shares worth $649K. The position accounts for 0.35% of the portfolio, ranked #46.

Ring Mountain Capital first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $663K in Q4 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ring Mountain Capital held 21,285 shares of Schwab US Large-Cap Value ETF worth $649K as of Q1 2026.
  • Ring Mountain Capital sold 133 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $4.14K.
  • Schwab US Large-Cap Value ETF made up 0.35% of Ring Mountain Capital's portfolio in Q1 2026, its #46 holding.
  • Ring Mountain Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Ring Mountain Capital's Schwab US Large-Cap Value ETF position peaked at $663K in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.