Riversedge Advisors
SCHV icon

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
Q3 		$2.68M Buy
80,473
+365
+0.5% +$12.6K 0.33% 40
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

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Riversedge Advisors's SCHV Position: Q3 2026 in Review

Riversedge Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.46% in Q3 2026, buying an estimated $12.6K and bringing the position to 80,473 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #40.

Riversedge Advisors first reported a position in SCHV in Q2 2019 and has held it in 21 quarters since. The position peaked at $4.98M in Q4 2019. 560 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Riversedge Advisors held 80,473 shares of Schwab US Large-Cap Value ETF worth $2.68M as of Q3 2026.
  • Riversedge Advisors bought 365 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $12.6K.
  • Schwab US Large-Cap Value ETF made up 0.33% of Riversedge Advisors's portfolio in Q3 2026, its #40 holding.
  • Riversedge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 21 quarters since.
  • Riversedge Advisors's Schwab US Large-Cap Value ETF position peaked at $4.98M in Q4 2019.
  • 560 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.