TFA
SCHV

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
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

Other funds holding SCHV

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Toth Financial Advisory's SCHV Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SCHV as recently as Q4 2017.

Toth Financial Advisory first reported a position in SCHV in Q4 2017 and has held it in 2 quarters since. The position peaked at $9K in Q4 2017. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Toth Financial Advisory held 6 shares of Schwab US Large-Cap Value ETF worth $209 as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Toth Financial Advisory position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #869 holding.
  • Toth Financial Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 2 quarters since.
  • Toth Financial Advisory's Schwab US Large-Cap Value ETF position peaked at $9K in Q4 2017.
  • 251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.