TA
SCHV

Tactive Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tactive Advisors’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 		$1.37M Sell
39,463
-153
-0.4% -$5.04K 0.34% 68
2026
Q1 		$1.21M Sell
39,616
-1,657
-4% -$51.6K 0.34% 74
2025
Q4 		$1.22M Buy
41,273
+5,845
+16% +$171K 0.36% 69
2025
Q3 		$1.03M Buy
35,428
+825
+2% +$23.4K 0.29% 83
2025
Q2 		$957K Buy
+34,603
New +$909K 0.31% 81

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Tactive Advisors's SCHV Position: Q2 2026 in Review

Tactive Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.39% in Q2 2026, selling an estimated $5.04K and leaving 39,463 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #68.

Tactive Advisors first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Tactive Advisors held 39,463 shares of Schwab US Large-Cap Value ETF worth $1.37M as of Q2 2026.
  • Tactive Advisors sold 153 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.04K.
  • Schwab US Large-Cap Value ETF made up 0.34% of Tactive Advisors's portfolio in Q2 2026, its #68 holding.
  • Tactive Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.