TF
SCHV

Tandem Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tandem Financial’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
Q1 		$342K Buy
+11,213
New +$349K 0.11% 79
2025
Q4 		– Sell
-11,213
Closed -$326K – 83
2025
Q3 		$326K Buy
+11,213
New +$319K 0.12% 77
2025
Q1 		– Sell
-5,568
Closed -$145K – 70
2024
Q4 		$145K Buy
+5,568
New +$150K 0.15% 55

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tandem Financial's SCHV Position: Q1 2026 in Review

Tandem Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 11,213 shares worth $342K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings. This is a return to the name: Tandem Financial previously reported a position in SCHV as recently as Q3 2025.

Tandem Financial first reported a position in SCHV in Q4 2024 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Tandem Financial held 11,213 shares of Schwab US Large-Cap Value ETF worth $342K as of Q1 2026.
  • Schwab US Large-Cap Value ETF was a new Tandem Financial position in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.11% of Tandem Financial's portfolio in Q1 2026, its #79 holding.
  • Tandem Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 966 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.