RKL Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.84M | Sell |
125,798
-7,549
| -6% | -$235K | 0.35% | 38 |
|
|
2025
Q4 | $3.95M | Sell |
133,347
-5,859
| -4% | -$171K | 0.32% | 42 |
|
|
2025
Q3 | $4.05M | Sell |
139,206
-8,403
| -6% | -$239K | 0.35% | 41 |
|
|
2025
Q2 | $4.08M | Sell |
147,609
-22,204
| -13% | -$584K | 0.36% | 42 |
|
|
2025
Q1 | $4.51M | Sell |
169,813
-19,206
| -10% | -$515K | 0.43% | 38 |
|
|
2024
Q4 | $4.93M | Sell |
189,019
-36,095
| -16% | -$974K | 0.44% | 36 |
|
|
2024
Q3 | $6.03M | Sell |
225,114
-13,854
| -6% | -$356K | 0.55% | 31 |
|
|
2024
Q2 | $5.9M | Sell |
238,968
-12,201
| -5% | -$301K | 0.57% | 30 |
|
|
2024
Q1 | $6.36M | Sell |
251,169
-6,054
| -2% | -$145K | 0.63% | 30 |
|
|
2023
Q4 | $6.01M | Sell |
257,223
-8,250
| -3% | -$180K | 0.65% | 31 |
|
|
2023
Q3 | $5.7M | Sell |
265,473
-6,915
| -3% | -$155K | 0.7% | 30 |
|
|
2023
Q2 | $6.09M | Sell |
272,388
-5,832
| -2% | -$127K | 0.72% | 30 |
|
|
2023
Q1 | $6.08M | Buy |
278,220
+3,255
| +1% | +$72.3K | 0.77% | 29 |
|
|
2022
Q4 | $6.05M | Buy |
274,965
+135
| +0% | +$2.92K | 0.81% | 28 |
|
|
2022
Q3 | $5.36M | Sell |
274,830
-12,546
| -4% | -$270K | 0.77% | 28 |
|
|
2022
Q2 | $5.98M | Buy |
287,376
+9,888
| +4% | +$222K | 0.82% | 28 |
|
|
2022
Q1 | $6.6M | Buy |
277,488
+717
| +0.3% | +$17K | 0.79% | 28 |
|
|
2021
Q4 | $6.75M | Sell |
276,771
-5,103
| -2% | -$121K | 0.8% | 28 |
|
|
2021
Q3 | $6.34M | Sell |
281,874
-3,870
| -1% | -$89.5K | 0.81% | 29 |
|
|
2021
Q2 | $6.51M | Buy |
285,744
+22,767
| +9% | +$516K | 0.82% | 28 |
|
|
2021
Q1 | $5.72M | Sell |
262,977
-16,893
| -6% | -$352K | 0.77% | 31 |
|
|
2020
Q4 | $5.55M | Sell |
279,870
-10,470
| -4% | -$196K | 0.77% | 30 |
|
|
2020
Q3 | $5.05M | Sell |
290,340
-16,416
| -5% | -$287K | 0.8% | 31 |
|
|
2020
Q2 | $5.12M | Sell |
306,756
-28,368
| -8% | -$463K | 0.88% | 29 |
|
|
2020
Q1 | $4.95M | Buy |
335,124
+4,791
| +1% | +$87.8K | 1.03% | 26 |
|
|
2019
Q4 | $6.62M | Buy |
330,333
+19,668
| +6% | +$381K | 1.19% | 25 |
|
|
2019
Q3 | $5.88M | Sell |
310,665
-8,301
| -3% | -$155K | 1.12% | 26 |
|
|
2019
Q2 | $5.97M | Sell |
318,966
-5,022
| -2% | -$92.8K | 1.1% | 27 |
|
|
2019
Q1 | $5.91M | Buy |
323,988
+14,856
| +5% | +$264K | 1.16% | 23 |
|
|
2018
Q4 | $5.07M | Buy |
309,132
+19,059
| +7% | +$337K | 1.17% | 23 |
|
|
2018
Q3 | $5.42M | Buy |
290,073
+14,358
| +5% | +$266K | 1.15% | 23 |
|
|
2018
Q2 | $4.88M | Buy |
275,715
+41,805
| +18% | +$746K | 1.1% | 26 |
|
|
2018
Q1 | $4.12M | Buy |
233,910
+61,929
| +36% | +$1.13M | 0.97% | 27 |
|
|
2017
Q4 | $3.13M | Buy |
+171,981
| New | +$3.06M | 0.77% | 35 |
|
Other funds holding SCHV
MG
APP
VIA
MGIA
RKL Wealth Management's SCHV Position: Q1 2026 in Review
RKL Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 5.7% in Q1 2026, selling an estimated $235K and leaving 125,798 shares worth $3.84M. The position accounts for 0.35% of the portfolio, ranked #38.
RKL Wealth Management first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.75M in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.
- RKL Wealth Management held 125,798 shares of Schwab US Large-Cap Value ETF worth $3.84M as of Q1 2026.
- RKL Wealth Management sold 7,549 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $235K.
- Schwab US Large-Cap Value ETF made up 0.35% of RKL Wealth Management's portfolio in Q1 2026, its #38 holding.
- RKL Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
- RKL Wealth Management's Schwab US Large-Cap Value ETF position peaked at $6.75M in Q4 2021.
- 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.