TCM
SCHV

TD Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TD Capital 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
Q2 		$156K Buy
4,493
+20
+0.4% +$659 0.01% 156
2026
Q1 		$136K Buy
4,473
+21
+0.5% +$654 0.01% 158
2025
Q4 		$132K Buy
4,452
+25
+0.6% +$731 0.01% 157
2025
Q3 		$129K Buy
4,427
+22
+0.5% +$625 0.01% 153
2025
Q2 		$122K Buy
4,405
+23
+0.5% +$604 0.01% 150
2025
Q1 		$116K Buy
4,382
+24
+0.6% +$644 0.01% 144
2024
Q4 		$114K Buy
4,358
+26
+0.6% +$702 0.01% 145
2024
Q3 		$116K Buy
4,332
+48
+1% +$1.23K 0.01% 145
2024
Q2 		$106K Hold
4,284
– – 0.01% 140
2024
Q1 		$108K Buy
4,284
+24
+0.6% +$575 0.01% 145
2023
Q4 		$99.6K Sell
4,260
-225
-5% -$4.92K 0.01% 143
2023
Q3 		$96.4K Buy
4,485
+2,331
+108% +$52.3K 0.01% 132
2023
Q2 		$48.2K Buy
2,154
+12
+0.6% +$262 0.01% 179
2023
Q1 		$46.8K Buy
2,142
+12
+0.6% +$267 0.01% 176
2022
Q4 		$46.8K Buy
2,130
+15
+0.7% +$325 0.01% 166
2022
Q3 		$41K Buy
+2,115
New +$45.5K 0.01% 171
2022
Q1 		– Sell
-2,079
Closed -$51K – 298
2021
Q4 		$51K Buy
2,079
+12
+0.6% +$284 0.01% 164
2021
Q3 		$46K Buy
2,067
+12
+0.6% +$278 0.01% 162
2021
Q2 		$47K Buy
2,055
+249
+14% +$5.65K 0.01% 156
2021
Q1 		$39K Buy
+1,806
New +$37.6K 0.01% 157

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

TD Capital Management's SCHV Position: Q2 2026 in Review

TD Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $659 and bringing the position to 4,493 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #156.

TD Capital Management first reported a position in SCHV in Q1 2021 and has held it in 20 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • TD Capital Management held 4,493 shares of Schwab US Large-Cap Value ETF worth $156K as of Q2 2026.
  • TD Capital Management bought 20 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $659.
  • Schwab US Large-Cap Value ETF made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #156 holding.
  • TD Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.