Rise Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-95	Closed	-$2.77K	–	1190
2025 Q3	$2.77K	Hold	95	–	–	﹤0.01%	1166
2025 Q2	$2.62K	Sell	95 -196	-67%	-$5.15K	﹤0.01%	1177
2025 Q1	$7.74K	Buy	291 +1	+0.3%	+$27	﹤0.01%	1117
2024 Q4	$7.55K	Buy	290 +197	+212%	+$5.32K	﹤0.01%	1030
2024 Q3	$2.49K	Hold	93	–	–	﹤0.01%	1119
2024 Q2	$2.27K	Hold	93	–	–	﹤0.01%	1117
2024 Q1	$2.33K	Buy	93 +3	+3%	+$72	﹤0.01%	1128
2023 Q4	$2.14K	Hold	90	–	–	﹤0.01%	459
2023 Q3	$1.95K	Hold	90	–	–	﹤0.01%	468
2023 Q2	$2.02K	Hold	90	–	–	﹤0.01%	516
2023 Q1	$1.96K	Hold	90	–	–	﹤0.01%	575
2022 Q4	$1.96K	Hold	90	–	–	﹤0.01%	571
2022 Q3	$2K	Buy	90 +3	+3%	+$65	﹤0.01%	573
2022 Q2	$2K	Hold	87	–	–	﹤0.01%	582
2022 Q1	$2K	Buy	+87	New	+$2.06K	﹤0.01%	556

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Rise Advisors's SCHV Position: Q4 2025 in Review

Rise Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 95 shares — an estimated $2.77K sold.

Rise Advisors first reported a position in SCHV in Q1 2022 and held it in 15 quarters. The position peaked at $7.74K in Q1 2025. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

Rise Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 95 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $2.77K.
Rise Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 15 quarters.
Rise Advisors's Schwab US Large-Cap Value ETF position peaked at $7.74K in Q1 2025.
929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.