TA
SCHV icon

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
Q3 		$1.14M Sell
34,337
-5,126
-13% -$176K 0.27% 81
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 $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Tactive Advisors's SCHV Position: Q3 2026 in Review

Tactive Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q3 2026, selling an estimated $176K and leaving 34,337 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #81.

Tactive Advisors first reported a position in SCHV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2026. 86 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Tactive Advisors held 34,337 shares of Schwab US Large-Cap Value ETF worth $1.14M as of Q3 2026.
  • Tactive Advisors sold 5,126 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $176K.
  • Schwab US Large-Cap Value ETF made up 0.27% of Tactive Advisors's portfolio in Q3 2026, its #81 holding.
  • Tactive Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's Schwab US Large-Cap Value ETF position peaked at $1.37M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.