RWM
SCHV

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

RMG 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 		$1.46M Hold
41,508
– – 0.15% 20
2026
Q1 		$1.36M Buy
41,508
+36,905
+802% +$1.15M 0.16% 17
2025
Q4 		$143K Buy
4,603
+4,058
+745% +$119K 0.02% 78
2025
Q3 		$15.9K Hold
545
– – ﹤0.01% 201
2025
Q2 		$15.3K Buy
+545
New +$14.3K ﹤0.01% 200

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

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

RMG Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 41,508 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #20.

RMG Wealth Management first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • RMG Wealth Management held 41,508 shares of Schwab US Large-Cap Value ETF worth $1.46M as of Q2 2026.
  • RMG Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.15% of RMG Wealth Management's portfolio in Q2 2026, its #20 holding.
  • RMG Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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