TIM
SCHV

Total Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Total Investment 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 		– Sell
-7,626
Closed -$233K – 96
2026
Q1 		$233K Hold
7,626
– – 0.03% 70
2025
Q4 		$226K Buy
+7,626
New +$223K 0.03% 72
2025
Q3 		– Sell
-1,485
Closed -$41.1K – 706
2025
Q2 		$41.1K Buy
+1,485
New +$39K 0.01% 185
2021
Q2 		– Sell
-67,848
Closed -$1M – 74
2021
Q1 		$1M Buy
+67,848
New +$1.41M 0.28% 22
2020
Q2 		– Sell
-67,848
Closed -$1M – 58
2020
Q1 		$1M Sell
67,848
-1,635
-2% -$30K 0.28% 22
2019
Q4 		$1.39M Buy
69,483
+636
+0.9% +$12.3K 0.27% 24
2019
Q3 		$1.3M Buy
68,847
+468
+0.7% +$8.76K 0.26% 22
2019
Q2 		$1.25M Buy
68,379
+2,127
+3% +$39.3K 0.28% 21
2019
Q1 		$1.2M Sell
66,252
-2,094
-3% -$37.2K 0.29% 22
2018
Q4 		$1.21M Sell
68,346
-705
-1% -$12.5K 0.38% 15
2018
Q3 		$1.29M Sell
69,051
-834
-1% -$15.5K 0.29% 19
2018
Q2 		$1.24M Buy
69,885
+1,833
+3% +$32.7K 0.29% 19
2018
Q1 		$1.2M Sell
68,052
-7,839
-10% -$144K 0.3% 18
2017
Q4 		$1.38M Buy
75,891
+4,026
+6% +$71.6K 0.41% 12
2017
Q3 		$1.24M Sell
71,865
-7,602
-10% -$129K 0.43% 13
2017
Q2 		$1.33M Buy
79,467
+1,101
+1% +$18.3K 0.44% 12
2017
Q1 		$1.3M Sell
78,366
-12,780
-14% -$210K 0.43% 12
2016
Q4 		$1.46M Buy
+91,146
New +$1.41M 0.48% 11

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Total Investment Management's SCHV Position: Q2 2026 in Review

Total Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 7,626 shares — an estimated $233K sold.

Total Investment Management first reported a position in SCHV in Q4 2016 and held it in 18 quarters. The position peaked at $1.46M in Q4 2016. 532 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Total Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Total Investment Management sold 7,626 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $233K.
  • Total Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and held it in 18 quarters.
  • Total Investment Management's Schwab US Large-Cap Value ETF position peaked at $1.46M in Q4 2016.
  • 532 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.