TBH Global Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TBH Global Asset Management’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	–	Sell	-28,793	Closed	-$786K	–	279
2025 Q4	$786K	Buy	28,793 +17,723	+160%	+$518K	0.13%	126
2025 Q3	$322K	Sell	11,070 -32,086	-74%	-$912K	0.06%	214
2025 Q2	$1.22M	Buy	43,156 +32,086	+290%	+$843K	0.26%	70
2025 Q1	$294K	Hold	11,070	–	–	0.06%	160
2024 Q4	$289K	Hold	11,070	–	–	0.07%	205
2024 Q3	$297K	Sell	11,070 -2,262	-17%	-$58.1K	0.06%	210
2024 Q2	$329K	Buy	13,332 +2,262	+20%	+$55.9K	0.07%	190
2024 Q1	$280K	Hold	11,070	–	–	0.06%	218
2023 Q4	$259K	Buy	+11,070	New	+$242K	0.05%	216

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

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

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

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

APP

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TBH Global Asset Management's SCHV Position: Q1 2026 in Review

TBH Global Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 28,793 shares — an estimated $786K sold.

TBH Global Asset Management first reported a position in SCHV in Q4 2023 and held it in 9 quarters. The position peaked at $1.22M in Q2 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

TBH Global Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
TBH Global Asset Management sold 28,793 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $786K.
TBH Global Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 9 quarters.
TBH Global Asset Management's Schwab US Large-Cap Value ETF position peaked at $1.22M in Q2 2025.
969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.