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

TFB 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 		$202K Buy
+5,799
New +$191K 0.09% 188
2026
Q1 		– Sell
-10,060
Closed -$298K – 285
2025
Q4 		$298K Buy
+10,060
New +$294K 0.08% 244

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 22.9% 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

TFB Advisors's SCHV Position: Q2 2026 in Review

TFB Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,799 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings. This is a return to the name: TFB Advisors previously reported a position in SCHV as recently as Q4 2025.

TFB Advisors first reported a position in SCHV in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • TFB Advisors held 5,799 shares of Schwab US Large-Cap Value ETF worth $202K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new TFB Advisors position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.09% of TFB Advisors's portfolio in Q2 2026, its #188 holding.
  • TFB Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • TFB Advisors's Schwab US Large-Cap Value ETF position peaked at $298K in Q4 2025.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.