RWM
SCHV

Ritholtz Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ritholtz Wealth Management’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 		$1.87M Sell
53,677
-26,198
-33% -$863K 0.03% 431
2026
Q1 		$2.44M Buy
79,875
+18,801
+31% +$586K 0.04% 327
2025
Q4 		$1.81M Sell
61,074
-2,461
-4% -$71.9K 0.03% 374
2025
Q3 		$1.85M Sell
63,535
-1,130
-2% -$32.1K 0.04% 349
2025
Q2 		$1.79M Buy
64,665
+56,613
+703% +$1.49M 0.04% 315
2025
Q1 		$214K Buy
+8,052
New +$216K 0.01% 848
2024
Q1 		– Sell
-10,014
Closed -$234K – 823
2023
Q4 		$234K Buy
+10,014
New +$219K 0.01% 661
2022
Q3 		– Sell
-10,245
Closed -$213K – 739
2022
Q2 		$213K Sell
10,245
-510
-5% -$11.4K 0.01% 488
2022
Q1 		$256K Sell
10,755
-6,741
-39% -$160K 0.02% 446
2021
Q4 		$427K Sell
17,496
-1,038
-6% -$24.6K 0.03% 333
2021
Q3 		$417K Buy
18,534
+345
+2% +$7.98K 0.03% 308
2021
Q2 		$415K Buy
18,189
+1,878
+12% +$42.6K 0.03% 297
2021
Q1 		$355K Buy
16,311
+624
+4% +$13K 0.03% 274
2020
Q4 		$311K Buy
+15,687
New +$293K 0.03% 248

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

Ritholtz Wealth Management's SCHV Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 33% in Q2 2026, selling an estimated $863K and leaving 53,677 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #431.

Ritholtz Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.44M in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ritholtz Wealth Management held 53,677 shares of Schwab US Large-Cap Value ETF worth $1.87M as of Q2 2026.
  • Ritholtz Wealth Management sold 26,198 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $863K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Ritholtz Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Schwab US Large-Cap Value ETF position peaked at $2.44M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.