TWA
SCHV

TCI Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TCI Wealth 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 		$309K Buy
8,868
+1,422
+19% +$46.8K 0.01% 200
2026
Q1 		$227K Hold
7,446
– – 0.01% 227
2025
Q4 		$220K Hold
7,446
– – 0.01% 225
2025
Q3 		$217K Hold
7,446
– – 0.01% 243
2025
Q2 		$206K Buy
+7,446
New +$196K 0.01% 240
2024
Q4 		– Sell
-7,536
Closed -$202K – 243
2024
Q3 		$202K Buy
+7,536
New +$194K 0.02% 232
2023
Q2 		– Sell
-6,912
Closed -$151K – 1871
2023
Q1 		$151K Sell
6,912
-1,650
-19% -$36.7K 0.02% 218
2022
Q4 		$188K Buy
8,562
+1,650
+24% +$35.7K 0.03% 186
2022
Q3 		$135K Hold
6,912
– – 0.02% 204
2022
Q2 		$144K Hold
6,912
– – 0.02% 204
2022
Q1 		$164K Hold
6,912
– – 0.02% 200
2021
Q4 		$169K Hold
6,912
– – 0.03% 193
2021
Q3 		$155K Sell
6,912
-900
-12% -$20.8K 0.02% 222
2021
Q2 		$178K Hold
7,812
– – 0.03% 197
2021
Q1 		$170K Sell
7,812
-114
-1% -$2.38K 0.07% 179
2020
Q4 		$157K Hold
7,926
– – 0.07% 186
2020
Q3 		$138K Sell
7,926
-1,200
-13% -$21K 0.05% 178
2020
Q2 		$152K Sell
9,126
-9,156
-50% -$149K 0.07% 172
2020
Q1 		$270K Buy
18,282
+8,550
+88% +$157K 0.13% 114
2019
Q4 		$195K Sell
9,732
-4,560
-32% -$88.4K 0.08% 177
2019
Q3 		$270K Sell
14,292
-1,743
-11% -$32.6K 0.12% 119
2019
Q2 		$300K Sell
16,035
-6,093
-28% -$113K 0.14% 113
2019
Q1 		$404K Buy
22,128
+4,983
+29% +$88.4K 0.18% 98
2018
Q4 		$282K Buy
17,145
+498
+3% +$8.81K 0.14% 112
2018
Q3 		$311K Hold
16,647
– – 0.13% 114
2018
Q2 		$295K Sell
16,647
-2,550
-13% -$45.5K 0.13% 113
2018
Q1 		$338K Sell
19,197
-4,482
-19% -$82.1K 0.16% 102
2017
Q4 		$432K Buy
23,679
+13,863
+141% +$247K 0.19% 97
2017
Q3 		$170K Hold
9,816
– – 0.08% 159
2017
Q2 		$164K Hold
9,816
– – 0.08% 154
2017
Q1 		$163K Hold
9,816
– – 0.09% 153
2016
Q4 		$157K Hold
9,816
– – 0.08% 165
2016
Q3 		$149K Hold
9,816
– – 0.08% 157
2016
Q2 		$147K Hold
9,816
– – 0.08% 155
2016
Q1 		$141K Hold
9,816
– – 0.08% 162
2015
Q4 		$139K Hold
9,816
– – 0.08% 170
2015
Q3 		$130K Sell
9,816
-393
-4% -$5.5K 0.08% 173
2015
Q2 		$146K Hold
10,209
– – 0.08% 158
2015
Q1 		$147K Buy
+10,209
New +$149K 0.09% 141

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
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

TCI Wealth Advisors's SCHV Position: Q2 2026 in Review

TCI Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 19% in Q2 2026, buying an estimated $46.8K and bringing the position to 8,868 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #200.

TCI Wealth Advisors first reported a position in SCHV in Q1 2015 and has held it in 39 quarters since. The position peaked at $432K in Q4 2017. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • TCI Wealth Advisors held 8,868 shares of Schwab US Large-Cap Value ETF worth $309K as of Q2 2026.
  • TCI Wealth Advisors bought 1,422 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $46.8K.
  • Schwab US Large-Cap Value ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • TCI Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and has held it in 39 quarters since.
  • TCI Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $432K in Q4 2017.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.