First Community Trust
SCHV icon

First Community Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

First Community Trust’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
Q3 		$144K Buy
4,335
+750
+21% +$25.8K 0.05% 114
2026
Q2 		$125K Buy
3,585
+2,397
+202% +$79K 0.06% 109
2026
Q1 		$36.2K Hold
1,188
– – 0.03% 206
2025
Q4 		$35.2K Hold
1,188
– – 0.03% 203
2025
Q3 		$34.6K Hold
1,188
– – 0.03% 202
2025
Q2 		$32.9K Buy
+1,188
New +$31.2K 0.03% 206

Other funds holding SCHV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
HRC Wealth Management
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
Veery Capital
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

First Community Trust's SCHV Position: Q3 2026 in Review

First Community Trust increased its Schwab US Large-Cap Value ETF (SCHV) stake by 21% in Q3 2026, buying an estimated $25.8K and bringing the position to 4,335 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #114.

First Community Trust first reported a position in SCHV in Q2 2025 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • First Community Trust held 4,335 shares of Schwab US Large-Cap Value ETF worth $144K as of Q3 2026.
  • First Community Trust bought 750 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $25.8K.
  • Schwab US Large-Cap Value ETF made up 0.05% of First Community Trust's portfolio in Q3 2026, its #114 holding.
  • First Community Trust first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 334 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.