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

TriaGen 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
2025 Q2	–	Sell	-11,295	Closed	-$300K	–	190
2025 Q1	$300K	Sell	11,295 -27	-0.2%	-$725	0.11%	137
2024 Q4	$295K	Hold	11,322	–	–	0.1%	140
2024 Q3	$303K	Hold	11,322	–	–	0.1%	141
2024 Q2	$280K	Hold	11,322	–	–	0.11%	140
2024 Q1	$287K	Sell	11,322 -45	-0.4%	-$1.08K	0.12%	132
2023 Q4	$266K	Buy	11,367 +45	+0.4%	+$984	0.13%	135
2023 Q3	$243K	Hold	11,322	–	–	0.12%	133
2023 Q2	$253K	Hold	11,322	–	–	0.12%	146
2023 Q1	$247K	Sell	11,322 -741	-6%	-$16.5K	0.12%	140
2022 Q4	$265K	Hold	12,063	–	–	0.15%	142
2022 Q3	$235K	Hold	12,063	–	–	0.13%	141
2022 Q2	$251K	Hold	12,063	–	–	0.18%	127
2022 Q1	$287K	Buy	12,063 +240	+2%	+$5.68K	0.15%	142
2021 Q4	$289K	Hold	11,823	–	–	0.14%	145
2021 Q3	$266K	Hold	11,823	–	–	0.14%	156
2021 Q2	$273K	Hold	11,823	–	–	0.14%	155
2021 Q1	$257K	Hold	11,823	–	–	0.15%	147
2020 Q4	$235K	Buy	+11,823	New	+$221K	0.14%	149

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TriaGen Wealth Management's SCHV Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 11,295 shares — an estimated $300K sold.

TriaGen Wealth Management first reported a position in SCHV in Q4 2020 and held it in 18 quarters. The position peaked at $303K in Q3 2024. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

TriaGen Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 11,295 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $300K.
TriaGen Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 18 quarters.
TriaGen Wealth Management's Schwab US Large-Cap Value ETF position peaked at $303K in Q3 2024.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.