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

NBC Securities’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	$154K	Buy	+4,430	New	+$146K	0.01%	939

Other funds holding SCHV

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Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

NBC Securities's SCHV Position: Q2 2026 in Review

NBC Securities opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 4,430 shares worth $154K. The stake represents 0.01% of the portfolio and ranks #939 among its holdings.

278 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

NBC Securities held 4,430 shares of Schwab US Large-Cap Value ETF worth $154K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new NBC Securities position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #939 holding.
278 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.