Towercrest Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Towercrest Capital 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 Q1	$738K	Sell	24,210 -27	-0.1%	-$841	0.12%	60
2025 Q4	$718K	Hold	24,237	–	–	0.11%	59
2025 Q3	$706K	Hold	24,237	–	–	0.11%	62
2025 Q2	$671K	Hold	24,237	–	–	0.12%	58
2025 Q1	$644K	Hold	24,237	–	–	0.12%	57
2024 Q4	$632K	Hold	24,237	–	–	0.1%	62
2024 Q3	$649K	Hold	24,237	–	–	0.1%	59
2024 Q2	$598K	Sell	24,237 -129	-0.5%	-$3.19K	0.1%	63
2024 Q1	$617K	Hold	24,366	–	–	0.1%	62
2023 Q4	$569K	Hold	24,366	–	–	0.1%	60
2023 Q3	$524K	Buy	24,366 +27	+0.1%	+$606	0.1%	58
2023 Q2	$544K	Sell	24,339 -162	-0.7%	-$3.54K	0.1%	58
2023 Q1	$536K	Sell	24,501 -84	-0.3%	-$1.87K	0.11%	57
2022 Q4	$541K	Sell	24,585 -81	-0.3%	-$1.75K	0.12%	57
2022 Q3	$481K	Hold	24,666	–	–	0.11%	58
2022 Q2	$513K	Sell	24,666 -87	-0.4%	-$1.95K	0.11%	57
2022 Q1	$589K	Hold	24,753	–	–	0.11%	57
2021 Q4	$604K	Hold	24,753	–	–	0.11%	55
2021 Q3	$557K	Hold	24,753	–	–	0.11%	59
2021 Q2	$564K	Hold	24,753	–	–	0.11%	54
2021 Q1	$539K	Sell	24,753 -63	-0.3%	-$1.31K	0.12%	55
2020 Q4	$492K	Hold	24,816	–	–	0.11%	56
2020 Q3	$432K	Hold	24,816	–	–	0.11%	54
2020 Q2	$415K	Sell	24,816 -36	-0.1%	-$588	0.11%	54
2020 Q1	$367K	Hold	24,852	–	–	0.11%	57
2019 Q4	$499K	Sell	24,852 -90	-0.4%	-$1.74K	0.13%	53
2019 Q3	$472K	Hold	24,942	–	–	0.13%	52
2019 Q2	$466K	Hold	24,942	–	–	0.13%	53
2019 Q1	$455K	Hold	24,942	–	–	0.13%	52
2018 Q4	$410K	Buy	24,942 +756	+3%	+$13.4K	0.13%	52
2018 Q3	$452K	Sell	24,186 -201	-0.8%	-$3.73K	0.13%	57
2018 Q2	$432K	Buy	+24,387	New	+$435K	0.14%	63

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Towercrest Capital Management's SCHV Position: Q1 2026 in Review

Towercrest Capital Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.11% in Q1 2026, selling an estimated $841 and leaving 24,210 shares worth $738K. The position accounts for 0.12% of the portfolio, ranked #60.

Towercrest Capital Management first reported a position in SCHV in Q2 2018 and has held it in 32 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Towercrest Capital Management held 24,210 shares of Schwab US Large-Cap Value ETF worth $738K as of Q1 2026.
Towercrest Capital Management sold 27 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $841.
Schwab US Large-Cap Value ETF made up 0.12% of Towercrest Capital Management's portfolio in Q1 2026, its #60 holding.
Towercrest Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2018 and has held it in 32 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.