Russell Investments Group
SCHV

Russell Investments Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Russell Investments Group’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 		$206K Sell
5,917
-4,500
-43% -$148K ﹤0.01% 3159
2026
Q1 		$318K Sell
10,417
-796
-7% -$24.8K ﹤0.01% 2681
2025
Q4 		$332K Buy
11,213
+1,167
+12% +$34.1K ﹤0.01% 2644
2025
Q3 		$292K Buy
10,046
+5,633
+128% +$160K ﹤0.01% 2669
2025
Q2 		$122K Sell
4,413
-1,538
-26% -$40.4K ﹤0.01% 2769
2025
Q1 		$158K Buy
5,951
+1,703
+40% +$45.7K ﹤0.01% 2651
2024
Q4 		$111K Hold
4,248
– – ﹤0.01% 2669
2024
Q3 		$114K Buy
+4,248
New +$109K ﹤0.01% 2630

Other funds holding SCHV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Russell Investments Group's SCHV Position: Q2 2026 in Review

Russell Investments Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 43% in Q2 2026, selling an estimated $148K and leaving 5,917 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Russell Investments Group first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $332K in Q4 2025. 847 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Russell Investments Group held 5,917 shares of Schwab US Large-Cap Value ETF worth $206K as of Q2 2026.
  • Russell Investments Group sold 4,500 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $148K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3159 holding.
  • Russell Investments Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Russell Investments Group's Schwab US Large-Cap Value ETF position peaked at $332K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.