NBC Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-4,430
Closed -$154K – 2555
2026
Q2
$154K Buy
+4,430
New +$146K 0.01% 939

Other funds holding SCHV

NBC Securities's SCHV Position: Q3 2026 in Review

NBC Securities sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 4,430 shares — an estimated $154K sold.

NBC Securities first reported a position in SCHV in Q2 2026 and held it in 1 quarter. The position peaked at $154K in Q2 2026. 719 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • NBC Securities reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • NBC Securities sold 4,430 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $154K.
  • NBC Securities first reported a position in Schwab US Large-Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • NBC Securities's Schwab US Large-Cap Value ETF position peaked at $154K in Q2 2026.
  • 719 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.