RWP
SCHV

RWA Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

RWA Wealth 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
Q1 		$12M Buy
395,049
+5,514
+1% +$172K 0.13% 93
2025
Q4 		$11.5M Sell
389,535
-7,978
-2% -$233K 0.13% 99
2025
Q3 		$11.6M Sell
397,513
-19,863
-5% -$564K 0.13% 103
2025
Q2 		$11.5M Buy
417,376
+135,959
+48% +$3.57M 0.14% 97
2025
Q1 		$7.48M Buy
281,417
+2,029
+0.7% +$54.5K 0.09% 118
2024
Q4 		$7.28M Sell
279,388
-12,503
-4% -$338K 0.09% 122
2024
Q3 		$7.82M Sell
291,891
-423
-0.1% -$10.9K 0.1% 113
2024
Q2 		$7.22M Buy
292,314
+4,146
+1% +$102K 0.1% 117
2024
Q1 		$7.3M Sell
288,168
-5,589
-2% -$134K 0.1% 112
2023
Q4 		$6.86M Buy
293,757
+190,533
+185% +$4.17M 0.1% 112
2023
Q3 		$2.22M Sell
103,224
-1,431
-1% -$32.1K 0.05% 128
2023
Q2 		$2.34M Buy
104,655
+75,501
+259% +$1.65M 0.05% 118
2023
Q1 		$637K Buy
29,154
+6,702
+30% +$149K 0.02% 153
2022
Q4 		$512K Buy
+22,452
New +$486K 0.01% 168

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

RWA Wealth Partners's SCHV Position: Q1 2026 in Review

RWA Wealth Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q1 2026, buying an estimated $172K and bringing the position to 395,049 shares worth $12M. The position accounts for 0.13% of the portfolio, ranked #93.

RWA Wealth Partners first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • RWA Wealth Partners held 395,049 shares of Schwab US Large-Cap Value ETF worth $12M as of Q1 2026.
  • RWA Wealth Partners bought 5,514 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $172K.
  • Schwab US Large-Cap Value ETF made up 0.13% of RWA Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • RWA Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.