TRCT
SCHV

Tower Research Capital (TRC)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tower Research Capital (TRC)’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 		$1.81M Buy
59,342
+53,649
+942% +$1.67M 0.05% 369
2025
Q4 		$169K Sell
5,693
-44,753
-89% -$1.31M ﹤0.01% 1566
2025
Q3 		$1.47M Buy
50,446
+26,964
+115% +$766K 0.04% 383
2025
Q2 		$650K Buy
+23,482
New +$617K 0.02% 782
2025
Q1 		– Sell
-273
Closed -$7.12K – 5710
2024
Q4 		$7.12K Sell
273
-6,339
-96% -$171K ﹤0.01% 4104
2024
Q3 		$177K Buy
6,612
+6,339
+2,322% +$163K ﹤0.01% 1736
2024
Q2 		$6.74K Sell
273
-5,397
-95% -$133K ﹤0.01% 4545
2024
Q1 		$144K Buy
5,670
+2,481
+78% +$59.5K ﹤0.01% 1626
2023
Q4 		$74.5K Sell
3,189
-20,301
-86% -$444K ﹤0.01% 2866
2023
Q3 		$505K Buy
23,490
+16,632
+243% +$374K 0.02% 862
2023
Q2 		$153K Sell
6,858
-108,483
-94% -$2.37M 0.01% 1737
2023
Q1 		$2.52M Buy
115,341
+114,765
+19,924% +$2.55M 0.08% 160
2022
Q4 		$13K Buy
576
+267
+86% +$5.78K ﹤0.01% 3634
2022
Q3 		$6K Sell
309
-8,994
-97% -$194K ﹤0.01% 5046
2022
Q2 		$194K Buy
9,303
+9,021
+3,199% +$202K ﹤0.01% 1786
2022
Q1 		$7K Sell
282
-627
-69% -$14.8K ﹤0.01% 4757
2021
Q4 		$22K Sell
909
-17,682
-95% -$419K ﹤0.01% 3570
2021
Q3 		$418K Buy
18,591
+7,452
+67% +$172K 0.01% 1126
2021
Q2 		$254K Buy
11,139
+10,125
+999% +$230K 0.01% 1743
2021
Q1 		$22K Sell
1,014
-44,715
-98% -$932K ﹤0.01% 3818
2020
Q4 		$907K Buy
45,729
+45,699
+152,330% +$854K 0.03% 571
2020
Q3 		$1K Sell
30
-136,149
-100% -$2.38M ﹤0.01% 4729
2020
Q2 		$2.27M Buy
136,179
+68,973
+103% +$1.13M 0.09% 194
2020
Q1 		$991K Buy
67,206
+21,150
+46% +$388K 0.06% 229
2019
Q4 		$923K Buy
46,056
+9,483
+26% +$184K 0.08% 132
2019
Q3 		$691K Sell
36,573
-438
-1% -$8.2K 0.05% 432
2019
Q2 		$693K Buy
37,011
+25,353
+217% +$469K 0.05% 361
2019
Q1 		$213K Buy
11,658
+11,580
+14,846% +$206K 0.01% 1110
2018
Q4 		$1K Sell
78
-21,666
-100% -$383K ﹤0.01% 3656
2018
Q3 		$406K Sell
21,744
-18,096
-45% -$335K 0.03% 600
2018
Q2 		$705K Sell
39,840
-1,611
-4% -$28.7K 0.04% 485
2018
Q1 		$730K Buy
41,451
+22,506
+119% +$412K 0.06% 303
2017
Q4 		$345K Sell
18,945
-71,151
-79% -$1.27M 0.04% 394
2017
Q3 		$1.56M Buy
90,096
+81,516
+950% +$1.38M 0.13% 94
2017
Q2 		$144K Sell
8,580
-21,303
-71% -$354K 0.02% 397
2017
Q1 		$495K Sell
29,883
-59,637
-67% -$980K 0.05% 145
2016
Q4 		$1.44M Buy
+89,520
New +$1.39M 0.16% 145
2016
Q3 		– Sell
-30,654
Closed -$458K – 4340
2016
Q2 		$458K Buy
+30,654
New +$449K 0.04% 301

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tower Research Capital (TRC)'s SCHV Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 942% in Q1 2026, buying an estimated $1.67M and bringing the position to 59,342 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #369.

Tower Research Capital (TRC) first reported a position in SCHV in Q2 2016 and has held it in 38 quarters since. The position peaked at $2.52M in Q1 2023. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Tower Research Capital (TRC) held 59,342 shares of Schwab US Large-Cap Value ETF worth $1.81M as of Q1 2026.
  • Tower Research Capital (TRC) bought 53,649 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.67M.
  • Schwab US Large-Cap Value ETF made up 0.05% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #369 holding.
  • Tower Research Capital (TRC) first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and has held it in 38 quarters since.
  • Tower Research Capital (TRC)'s Schwab US Large-Cap Value ETF position peaked at $2.52M in Q1 2023.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.