TVM
SCHV

True Vision MN’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

True Vision MN’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 		$410K Sell
13,456
-398
-3% -$12.4K 0.21% 73
2025
Q4 		$410K Buy
13,854
+113
+0.8% +$3.3K 0.21% 87
2025
Q3 		$400K Buy
13,741
+81
+0.6% +$2.3K 0.21% 85
2025
Q2 		$378K Sell
13,660
-30
-0.2% -$788 0.21% 88
2025
Q1 		$364K Buy
13,690
+26
+0.2% +$698 0.22% 82
2024
Q4 		$356K Buy
13,664
+17
+0.1% +$459 0.21% 83
2024
Q3 		$366K Buy
13,647
+90
+0.7% +$2.31K 0.22% 83
2024
Q2 		$337K Hold
13,557
– – 0.22% 85
2024
Q1 		$330K Sell
13,557
-252
-2% -$6.04K 0.23% 74
2023
Q4 		$323K Buy
+13,809
New +$302K 0.26% 79

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

True Vision MN's SCHV Position: Q1 2026 in Review

True Vision MN reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.9% in Q1 2026, selling an estimated $12.4K and leaving 13,456 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #73.

True Vision MN first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • True Vision MN held 13,456 shares of Schwab US Large-Cap Value ETF worth $410K as of Q1 2026.
  • True Vision MN sold 398 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $12.4K.
  • Schwab US Large-Cap Value ETF made up 0.21% of True Vision MN's portfolio in Q1 2026, its #73 holding.
  • True Vision MN first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.