TWM
SCHV

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
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

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

Thrive Wealth Management's SCHV Position: Q2 2026 in Review

Thrive Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.1% in Q2 2026, buying an estimated $196K and bringing the position to 294,454 shares worth $10.2M. The position accounts for 1.3% of the portfolio, ranked #12.

Thrive Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Thrive Wealth Management held 294,454 shares of Schwab US Large-Cap Value ETF worth $10.2M as of Q2 2026.
  • Thrive Wealth Management bought 5,947 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $196K.
  • Schwab US Large-Cap Value ETF made up 1.3% of Thrive Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Thrive Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.