Toth Financial Advisory
SCHV icon

Toth Financial Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Toth Financial Advisory’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 		– Sell
-6
Closed -$209 – 1087
2026
Q2 		$209 Buy
+6
New +$198 ﹤0.01% 869
2018
Q1 		– Sell
-480
Closed -$9K – 456
2017
Q4 		$9K Buy
+480
New +$8.54K ﹤0.01% 327

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Toth Financial Advisory's SCHV Position: Q3 2026 in Review

Toth Financial Advisory sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 6 shares — an estimated $209 sold.

Toth Financial Advisory first reported a position in SCHV in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 719 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Toth Financial Advisory reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 6 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $209.
  • Toth Financial Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and held it in 2 quarters.
  • Toth Financial Advisory's Schwab US Large-Cap Value ETF position peaked at $9K in Q4 2017.
  • 719 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.