TWM
SCHV

TCFG Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TCFG Wealth 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 		$259K Hold
8,508
– – 0.1% 219
2025
Q4 		$252K Sell
8,508
-144
-2% -$4.21K 0.1% 214
2025
Q3 		$252K Hold
8,652
– – 0.1% 215
2025
Q2 		$239K Hold
8,652
– – 0.11% 218
2025
Q1 		$230K Hold
8,652
– – 0.12% 204
2024
Q4 		$226K Hold
8,652
– – 0.11% 202
2024
Q3 		$232K Buy
+8,652
New +$222K 0.12% 192

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TCFG Wealth Management's SCHV Position: Q1 2026 in Review

TCFG Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 8,508 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #219.

TCFG Wealth Management first reported a position in SCHV in Q3 2024 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • TCFG Wealth Management held 8,508 shares of Schwab US Large-Cap Value ETF worth $259K as of Q1 2026.
  • TCFG Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #219 holding.
  • TCFG Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.