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
Q2 		$13.5M Sell
386,729
-8,320
-2% -$274K 0.13% 95
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 $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

RWA Wealth Partners's SCHV Position: Q2 2026 in Review

RWA Wealth Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.1% in Q2 2026, selling an estimated $274K and leaving 386,729 shares worth $13.5M. The position accounts for 0.13% of the portfolio, ranked #95.

RWA Wealth Partners first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • RWA Wealth Partners held 386,729 shares of Schwab US Large-Cap Value ETF worth $13.5M as of Q2 2026.
  • RWA Wealth Partners sold 8,320 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $274K.
  • Schwab US Large-Cap Value ETF made up 0.13% of RWA Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • RWA Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.