TC
SCHV

Tenret Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tenret Company’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 		$357K Sell
11,717
-1,624
-12% -$50.6K 0.17% 28
2025
Q4 		$395K Hold
13,341
– – 0.2% 27
2025
Q3 		$388K Hold
13,341
– – 0.2% 26
2025
Q2 		$369K Hold
13,341
– – 0.2% 26
2025
Q1 		$355K Hold
13,341
– – 0.22% 24
2024
Q4 		$348K Hold
13,341
– – 0.22% 24
2024
Q3 		$357K Hold
13,341
– – 0.22% 22
2024
Q2 		$329K Hold
13,341
– – 0.23% 23
2024
Q1 		$338K Hold
13,341
– – 0.24% 22
2023
Q4 		$312K Buy
+13,341
New +$292K 0.25% 23
2023
Q2 		$298K Buy
13,341
+57
+0.4% +$1.25K 0.25% 22
2023
Q1 		$290K Hold
13,284
– – 0.26% 23
2022
Q4 		$292K Sell
13,284
-2,376
-15% -$51.4K 0.28% 22
2022
Q3 		$305K Sell
15,660
-51
-0.3% -$1.1K 0.34% 23
2022
Q2 		$327K Buy
15,711
+2,031
+15% +$45.6K 0.34% 23
2022
Q1 		$326K Hold
13,680
– – 0.29% 25
2021
Q4 		$334K Sell
13,680
-1,974
-13% -$46.8K 0.3% 21
2021
Q3 		$352K Sell
15,654
-135
-0.9% -$3.12K 0.33% 21
2021
Q2 		$360K Buy
+15,789
New +$358K 0.33% 21

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tenret Company's SCHV Position: Q1 2026 in Review

Tenret Company reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 12% in Q1 2026, selling an estimated $50.6K and leaving 11,717 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #28.

Tenret Company first reported a position in SCHV in Q2 2021 and has held it in 19 quarters since. The position peaked at $395K in Q4 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Tenret Company held 11,717 shares of Schwab US Large-Cap Value ETF worth $357K as of Q1 2026.
  • Tenret Company sold 1,624 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $50.6K.
  • Schwab US Large-Cap Value ETF made up 0.17% of Tenret Company's portfolio in Q1 2026, its #28 holding.
  • Tenret Company first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Tenret Company's Schwab US Large-Cap Value ETF position peaked at $395K in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.