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SCHV

Root Financial Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Root Financial Partners’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 		– Sell
-3,668
Closed -$112K – 2660
2026
Q1 		$112K Buy
3,668
+389
+12% +$12.1K 0.01% 526
2025
Q4 		$97.1K Buy
3,279
+137
+4% +$4K 0.01% 477
2025
Q3 		$91.5K Buy
+3,142
New +$89.3K 0.01% 471

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

Root Financial Partners's SCHV Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 3,668 shares — an estimated $112K sold.

Root Financial Partners first reported a position in SCHV in Q3 2025 and held it in 3 quarters. The position peaked at $112K in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,668 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $112K.
  • Root Financial Partners first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schwab US Large-Cap Value ETF position peaked at $112K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.