TIAA-CREF Individual & Institutional Services
SCHV icon

TIAA-CREF Individual & Institutional Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$308K Hold
9,247
– – ﹤0.01% 584
2026
Q2 		$322K Buy
9,247
+2,400
+35% +$79.1K ﹤0.01% 554
2026
Q1 		$209K Buy
+6,847
New +$213K ﹤0.01% 638

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Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's SCHV Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 9,247 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

TIAA-CREF Individual & Institutional Services first reported a position in SCHV in Q1 2026 and has held it in 3 quarters since. The position peaked at $322K in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 9,247 shares of Schwab US Large-Cap Value ETF worth $308K as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #584 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • TIAA-CREF Individual & Institutional Services's Schwab US Large-Cap Value ETF position peaked at $322K in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.