RF
SCHV

Robbins Farley’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Robbins Farley’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 		$66.2K Sell
1,903
-1,935
-50% -$63.7K 0.03% 81
2026
Q1 		$117K Sell
3,838
-3
-0.1% -$93 0.05% 65
2025
Q4 		$114K Sell
3,841
-2,061
-35% -$60.2K 0.05% 65
2025
Q3 		$172K Sell
5,902
-27
-0.5% -$767 0.07% 63
2025
Q2 		$164K Buy
5,929
+1,711
+41% +$45K 0.08% 59
2025
Q1 		$112K Buy
4,218
+173
+4% +$4.64K 0.06% 61
2024
Q4 		$105K Sell
4,045
-1,253
-24% -$33.8K 0.05% 63
2024
Q3 		$142K Sell
5,298
-351
-6% -$9.02K 0.07% 65
2024
Q2 		$139K Hold
5,649
– – 0.07% 64
2024
Q1 		$143K Sell
5,649
-72
-1% -$1.73K 0.08% 67
2023
Q4 		$134K Buy
5,721
+1,998
+54% +$43.7K 0.08% 66
2023
Q3 		$80K Buy
3,723
+945
+34% +$21.2K 0.05% 69
2023
Q2 		$62.1K Buy
2,778
+30
+1% +$655 0.04% 69
2023
Q1 		$60.1K Buy
2,748
+27
+1% +$600 0.04% 69
2022
Q4 		$59.9K Sell
2,721
-657
-19% -$14.2K 0.05% 64
2022
Q3 		$66K Sell
3,378
-666
-16% -$14.3K 0.05% 68
2022
Q2 		$84K Buy
4,044
+447
+12% +$10K 0.09% 50
2022
Q1 		$86K Buy
3,597
+1,896
+111% +$44.9K 0.06% 60
2021
Q4 		$42K Sell
1,701
-87
-5% -$2.06K 0.03% 61
2021
Q3 		$40K Buy
1,788
+555
+45% +$12.8K 0.03% 67
2021
Q2 		$28K Hold
1,233
– – 0.03% 45
2021
Q1 		$29K Sell
1,233
-129
-9% -$2.69K 0.03% 72
2020
Q4 		$27K Buy
+1,362
New +$25.5K 0.03% 53

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

Robbins Farley's SCHV Position: Q2 2026 in Review

Robbins Farley reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 50% in Q2 2026, selling an estimated $63.7K and leaving 1,903 shares worth $66.2K. The position accounts for 0.03% of the portfolio, ranked #81.

Robbins Farley first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $172K in Q3 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Robbins Farley held 1,903 shares of Schwab US Large-Cap Value ETF worth $66.2K as of Q2 2026.
  • Robbins Farley sold 1,935 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $63.7K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Robbins Farley's portfolio in Q2 2026, its #81 holding.
  • Robbins Farley first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Robbins Farley's Schwab US Large-Cap Value ETF position peaked at $172K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Robbins Farley's 13F filing for Q2 2026, filed 23 Jul 2026.