TWM
SCHV

Tradition Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tradition Wealth 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 		$28.8M Buy
944,929
+10,455
+1% +$326K 2.05% 7
2025
Q4 		$27.7M Sell
934,474
-7,974
-0.8% -$233K 1.99% 7
2025
Q3 		$27.4M Sell
942,448
-1,209
-0.1% -$34.4K 2.03% 7
2025
Q2 		$26.1M Buy
943,657
+9,104
+1% +$239K 2.09% 5
2025
Q1 		$24.8M Buy
934,553
+11,550
+1% +$310K 2.19% 6
2024
Q4 		$24.1M Buy
923,003
+3,098
+0.3% +$83.6K 2.12% 5
2024
Q3 		$24.6M Buy
919,905
+20,220
+2% +$519K 2.2% 7
2024
Q2 		$22.2M Sell
899,685
-99,828
-10% -$2.47M 2.15% 7
2024
Q1 		$25.3M Buy
+999,513
New +$24M 2.56% 7
2022
Q2 		– Sell
-830,766
Closed -$19.8M – 1143
2022
Q1 		$19.8M Buy
830,766
+29,202
+4% +$691K 2.52% 3
2021
Q4 		$19.6M Buy
801,564
+6,681
+0.8% +$158K 2.46% 4
2021
Q3 		$17.9M Buy
794,883
+12,639
+2% +$292K 2.54% 4
2021
Q2 		$17.8M Buy
782,244
+38,712
+5% +$878K 2.67% 3
2021
Q1 		$16.2M Buy
743,532
+32,019
+5% +$667K 2.8% 3
2020
Q4 		$14.1M Buy
+711,513
New +$13.3M 2.74% 4

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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

Tradition Wealth Management's SCHV Position: Q1 2026 in Review

Tradition Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q1 2026, buying an estimated $326K and bringing the position to 944,929 shares worth $28.8M. The position accounts for 2.05% of the portfolio, ranked #7.

Tradition Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 15 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Tradition Wealth Management held 944,929 shares of Schwab US Large-Cap Value ETF worth $28.8M as of Q1 2026.
  • Tradition Wealth Management bought 10,455 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $326K.
  • Schwab US Large-Cap Value ETF made up 2.05% of Tradition Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Tradition Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 15 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.