RF
SCHV

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

Rossby Financial’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
Q1 		$2.66M Buy
86,890
+86,530
+24,036% +$2.7M 0.54% 36
2025
Q4 		$10.7K Hold
360
– – ﹤0.01% 910
2025
Q3 		$10.5K Sell
360
-17
-5% -$483 ﹤0.01% 843
2025
Q2 		$10.4K Hold
377
– – ﹤0.01% 779
2025
Q1 		$9.63K Buy
+377
New +$10.1K ﹤0.01% 725

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rossby Financial's SCHV Position: Q1 2026 in Review

Rossby Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 24,036% in Q1 2026, buying an estimated $2.7M and bringing the position to 86,890 shares worth $2.66M. The position accounts for 0.54% of the portfolio, ranked #36.

Rossby Financial first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Rossby Financial held 86,890 shares of Schwab US Large-Cap Value ETF worth $2.66M as of Q1 2026.
  • Rossby Financial bought 86,530 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.7M.
  • Schwab US Large-Cap Value ETF made up 0.54% of Rossby Financial's portfolio in Q1 2026, its #36 holding.
  • Rossby Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.