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Thrive Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Thrive Wealth 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
Q3 		$9.75M Sell
292,597
-1,857
-0.6% -$63.9K 1.21% 14
2026
Q2 		$10.2M Buy
294,454
+5,947
+2% +$196K 1.3% 12
2026
Q1 		$8.8M Sell
288,507
-3,066
-1% -$95.5K 1.31% 12
2025
Q4 		$8.63M Buy
291,573
+7,036
+2% +$206K 1.27% 13
2025
Q3 		$8.28M Sell
284,537
-280
-0.1% -$7.96K 1.25% 11
2025
Q2 		$7.88M Buy
284,817
+44,502
+19% +$1.17M 1.27% 12
2025
Q1 		$6.39M Sell
240,315
-23,568
-9% -$633K 1.22% 10
2024
Q4 		$6.88M Buy
263,883
+8,535
+3% +$230K 1.24% 10
2024
Q3 		$6.84M Buy
255,348
+3,162
+1% +$81.2K 1.26% 10
2024
Q2 		$6.23M Sell
252,186
-741
-0.3% -$18.3K 1.22% 10
2024
Q1 		$6.41M Sell
252,927
-8,163
-3% -$196K 1.32% 10
2023
Q4 		$6.1M Buy
261,090
+99,231
+61% +$2.17M 1.36% 12
2023
Q3 		$3.48M Sell
161,859
-5,784
-3% -$130K 0.93% 12
2023
Q2 		$3.75M Sell
167,643
-35,055
-17% -$765K 0.97% 12
2023
Q1 		$4.43M Buy
202,698
+429
+0.2% +$9.54K 1.14% 15
2022
Q4 		$4.45M Sell
202,269
-22,974
-10% -$497K 1.27% 15
2022
Q3 		$4.39M Buy
225,243
+71,916
+47% +$1.55M 1.54% 11
2022
Q2 		$3.19M Buy
153,327
+40,956
+36% +$919K 1.11% 16
2022
Q1 		$2.67M Buy
112,371
+16,224
+17% +$384K 0.79% 21
2021
Q4 		$2.35M Buy
+96,147
New +$2.28M 0.8% 18

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Thrive Wealth Management's SCHV Position: Q3 2026 in Review

Thrive Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.63% in Q3 2026, selling an estimated $63.9K and leaving 292,597 shares worth $9.75M. The position accounts for 1.21% of the portfolio, ranked #14.

Thrive Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q2 2026. 73 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Thrive Wealth Management held 292,597 shares of Schwab US Large-Cap Value ETF worth $9.75M as of Q3 2026.
  • Thrive Wealth Management sold 1,857 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $63.9K.
  • Schwab US Large-Cap Value ETF made up 1.21% of Thrive Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Thrive Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Schwab US Large-Cap Value ETF position peaked at $10.2M in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.