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

Riversedge 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
2026 Q2	$2.79M	Buy	80,108 +523	+0.7%	+$17.2K	0.37%	35
2026 Q1	$2.43M	Buy	79,585 +346	+0.4%	+$10.8K	0.39%	34
2025 Q4	$2.35M	Buy	79,239 +385	+0.5%	+$11.3K	0.38%	31
2025 Q3	$2.3M	Sell	78,854 -2,452	-3%	-$69.7K	0.38%	32
2025 Q2	$2.25M	Buy	81,306 +2,769	+4%	+$72.8K	0.44%	29
2025 Q1	$2.09M	Sell	78,537 -52,059	-40%	-$1.4M	0.47%	30
2024 Q4	$3.4M	Buy	130,596 +58,218	+80%	+$1.57M	0.77%	26
2024 Q3	$1.94M	Buy	72,378 +813	+1%	+$20.9K	0.44%	31
2024 Q2	$1.77M	Sell	71,565 -75	-0.1%	-$1.85K	0.43%	32
2024 Q1	$1.81M	Buy	71,640 +372	+0.5%	+$8.92K	0.45%	30
2023 Q4	$1.67M	Sell	71,268 -5,763	-7%	-$126K	0.46%	28
2023 Q3	$1.66M	Sell	77,031 -135,477	-64%	-$3.04M	0.49%	26
2023 Q2	$4.75M	Buy	212,508 +1,284	+0.6%	+$28K	1.3%	20
2023 Q1	$4.62M	Buy	211,224 +495	+0.2%	+$11K	1.34%	19
2022 Q4	$4.64M	Sell	210,729 -3,300	-2%	-$71.4K	1.5%	18
2022 Q3	$4.17M	Buy	214,029 +195,114	+1,032%	+$4.2M	1.51%	19
2022 Q2	$394K	Buy	+18,915	New	+$425K	0.15%	52
2020 Q1	–	Sell	-248,526	Closed	-$4.98M	–	42
2019 Q4	$4.98M	Buy	248,526 +17,262	+7%	+$334K	5.9%	6
2019 Q3	$4.16M	Hold	231,264	–	–	5.85%	5
2019 Q2	$4.16M	Buy	+231,264	New	+$4.27M	5.85%	5

Other funds holding SCHV

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

NCMW

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Riversedge Advisors's SCHV Position: Q2 2026 in Review

Riversedge Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.66% in Q2 2026, buying an estimated $17.2K and bringing the position to 80,108 shares worth $2.79M. The position accounts for 0.37% of the portfolio, ranked #35.

Riversedge Advisors first reported a position in SCHV in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.98M in Q4 2019. 282 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Riversedge Advisors held 80,108 shares of Schwab US Large-Cap Value ETF worth $2.79M as of Q2 2026.
Riversedge Advisors bought 523 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $17.2K.
Schwab US Large-Cap Value ETF made up 0.37% of Riversedge Advisors's portfolio in Q2 2026, its #35 holding.
Riversedge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 20 quarters since.
Riversedge Advisors's Schwab US Large-Cap Value ETF position peaked at $4.98M in Q4 2019.
282 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.