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
Q2 		$3.14M Buy
90,225
+3,335
+4% +$110K 0.57% 31
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 $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

Rossby Financial's SCHV Position: Q2 2026 in Review

Rossby Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.8% in Q2 2026, buying an estimated $110K and bringing the position to 90,225 shares worth $3.14M. The position accounts for 0.57% of the portfolio, ranked #31.

Rossby Financial first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Rossby Financial held 90,225 shares of Schwab US Large-Cap Value ETF worth $3.14M as of Q2 2026.
  • Rossby Financial bought 3,335 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $110K.
  • Schwab US Large-Cap Value ETF made up 0.57% of Rossby Financial's portfolio in Q2 2026, its #31 holding.
  • Rossby Financial first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.