TBFA
SCHV

Three Bearings Fiduciary Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Three Bearings Fiduciary 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 		$8.6K Hold
247
– – 0.01% 140
2026
Q1 		$7.53K Hold
247
– – 0.01% 146
2025
Q4 		$7.68K Buy
+247
New +$7.22K 0.01% 149

Other funds holding SCHV

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SCHV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 247 shares worth $8.6K. The position accounts for 0.01% of the portfolio, ranked #140.

Three Bearings Fiduciary Advisors first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 247 shares of Schwab US Large-Cap Value ETF worth $8.6K as of Q2 2026.
  • Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #140 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.