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Transamerica Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Transamerica Financial Advisors’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 		$37.3K Buy
+1,070
New +$35.2K ﹤0.01% 746
2023
Q3 		– Sell
-801
Closed -$18K – 654
2023
Q2 		$18K Hold
801
– – ﹤0.01% 293
2023
Q1 		$18K Hold
801
– – ﹤0.01% 304
2022
Q4 		$18K Buy
+801
New +$17.3K ﹤0.01% 303

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Transamerica Financial Advisors's SCHV Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 1,070 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in SCHV as recently as Q2 2023.

Transamerica Financial Advisors first reported a position in SCHV in Q4 2022 and has held it in 4 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Transamerica Financial Advisors held 1,070 shares of Schwab US Large-Cap Value ETF worth $37.3K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Transamerica Financial Advisors position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #746 holding.
  • Transamerica Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.