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

Tanglewood Legacy 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	$486K	Hold	13,953	–	–	0.16%	76
2026 Q1	$426K	Hold	13,953	–	–	0.15%	79
2025 Q4	$413K	Hold	13,953	–	–	0.16%	75
2025 Q3	$406K	Hold	13,953	–	–	0.16%	75
2025 Q2	$386K	Hold	13,953	–	–	0.16%	73
2025 Q1	$371K	Hold	13,953	–	–	0.16%	70
2024 Q4	$364K	Hold	13,953	–	–	0.16%	73
2024 Q3	$374K	Hold	13,953	–	–	0.17%	66
2024 Q2	$345K	Hold	13,953	–	–	0.16%	66
2024 Q1	$353K	Hold	13,953	–	–	0.17%	65
2023 Q4	$326K	Hold	13,953	–	–	0.18%	64
2023 Q3	$300K	Hold	13,953	–	–	0.18%	66
2023 Q2	$312K	Hold	13,953	–	–	0.18%	65
2023 Q1	$305K	Buy	+13,953	New	+$310K	0.19%	58

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Tanglewood Legacy Advisors's SCHV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 13,953 shares worth $486K. The position accounts for 0.16% of the portfolio, ranked #76.

Tanglewood Legacy Advisors first reported a position in SCHV in Q1 2023 and has held it in 14 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Tanglewood Legacy Advisors held 13,953 shares of Schwab US Large-Cap Value ETF worth $486K as of Q2 2026.
Tanglewood Legacy Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.16% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #76 holding.
Tanglewood Legacy Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.