RWM
SCHV

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

Rockwood 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 		$741K Hold
21,275
– – 0.05% 60
2026
Q1 		$649K Buy
+21,275
New +$663K 0.05% 59

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Rockwood Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 21,275 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #60.

Rockwood Wealth Management first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Rockwood Wealth Management held 21,275 shares of Schwab US Large-Cap Value ETF worth $741K as of Q2 2026.
  • Rockwood Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Rockwood Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.