TPCW
SCHV

TD Private Client Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TD Private Client Wealth’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 		$1.64K Hold
47
– – ﹤0.01% 1395
2026
Q1 		$1.43K Sell
47
-49
-51% -$1.53K ﹤0.01% 1335
2025
Q4 		$2.84K Hold
96
– – ﹤0.01% 1228
2025
Q3 		$2.79K Buy
96
+48
+100% +$1.36K ﹤0.01% 1208
2025
Q2 		$1.33K Buy
+48
New +$1.26K ﹤0.01% 1269

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 Private Client Wealth's SCHV Position: Q2 2026 in Review

TD Private Client Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 47 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

TD Private Client Wealth first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.84K in Q4 2025. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • TD Private Client Wealth held 47 shares of Schwab US Large-Cap Value ETF worth $1.64K as of Q2 2026.
  • TD Private Client Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1395 holding.
  • TD Private Client Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • TD Private Client Wealth's Schwab US Large-Cap Value ETF position peaked at $2.84K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.