RDFA
SCHV

Ritter Daniher Financial Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ritter Daniher Financial Advisory’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 		$38K Hold
1,092
– – 0.01% 300
2026
Q1 		$33.3K Sell
1,092
-36
-3% -$1.12K 0.01% 309
2025
Q4 		$33.4K Buy
1,128
+19
+2% +$555 0.01% 310
2025
Q3 		$32.3K Buy
1,109
+11
+1% +$313 0.01% 258
2025
Q2 		$30.4K Hold
1,098
– – 0.01% 204
2025
Q1 		$29.2K Sell
1,098
-63
-5% -$1.69K 0.01% 195
2024
Q4 		$30.3K Hold
1,161
– – 0.01% 187
2024
Q3 		$31.1K Sell
1,161
-1,167
-50% -$30K 0.01% 186
2024
Q2 		$57.5K Buy
2,328
+1,152
+98% +$28.5K 0.02% 139
2024
Q1 		$29.8K Sell
1,176
-72
-6% -$1.73K 0.01% 181
2023
Q4 		$29.2K Hold
1,248
– – 0.01% 176
2023
Q3 		$26.8K Hold
1,248
– – 0.01% 170
2023
Q2 		$27.9K Buy
1,248
+42
+3% +$917 0.01% 165
2023
Q1 		$26.4K Hold
1,206
– – 0.01% 166
2022
Q4 		$26.5K Sell
1,206
-132
-10% -$2.86K 0.01% 173
2022
Q3 		$26K Hold
1,338
– – 0.02% 139
2022
Q2 		$28K Hold
1,338
– – 0.02% 132
2022
Q1 		$32K Sell
1,338
-102
-7% -$2.42K 0.02% 128
2021
Q4 		$35K Hold
1,440
– – 0.02% 124
2021
Q3 		$32K Sell
1,440
-117
-8% -$2.71K 0.02% 129
2021
Q2 		$35K Hold
1,557
– – 0.03% 117
2021
Q1 		$34K Sell
1,557
-90
-5% -$1.88K 0.03% 107
2020
Q4 		$33K Buy
+1,647
New +$30.8K 0.03% 106

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

Ritter Daniher Financial Advisory's SCHV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 1,092 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #300.

Ritter Daniher Financial Advisory first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $57.5K in Q2 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ritter Daniher Financial Advisory held 1,092 shares of Schwab US Large-Cap Value ETF worth $38K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #300 holding.
  • Ritter Daniher Financial Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's Schwab US Large-Cap Value ETF position peaked at $57.5K in Q2 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.