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 Q2	$743K	Buy	21,340 +55	+0.3%	+$1.81K	0.31%	48
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 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

Ring Mountain Capital's SCHV Position: Q2 2026 in Review

Ring Mountain Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.26% in Q2 2026, buying an estimated $1.81K and bringing the position to 21,340 shares worth $743K. The position accounts for 0.31% of the portfolio, ranked #48.

Ring Mountain Capital first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Ring Mountain Capital held 21,340 shares of Schwab US Large-Cap Value ETF worth $743K as of Q2 2026.
Ring Mountain Capital bought 55 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.81K.
Schwab US Large-Cap Value ETF made up 0.31% of Ring Mountain Capital's portfolio in Q2 2026, its #48 holding.
Ring Mountain Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.