TIAA Trust, National Association
SCHV

TIAA Trust, National Association’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TIAA Trust, National Association’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
Q1 		– Sell
-7,496
Closed -$222K – 613
2025
Q4 		$222K Sell
7,496
-732
-9% -$21.4K ﹤0.01% 639
2025
Q3 		$240K Buy
+8,228
New +$234K ﹤0.01% 629

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APP
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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
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TIAA Trust, National Association's SCHV Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 7,496 shares — an estimated $222K sold.

TIAA Trust, National Association first reported a position in SCHV in Q3 2025 and held it in 2 quarters. The position peaked at $240K in Q3 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 7,496 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $222K.
  • TIAA Trust, National Association first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • TIAA Trust, National Association's Schwab US Large-Cap Value ETF position peaked at $240K in Q3 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.