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True Wealth Design’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

True Wealth Design’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
Q3 		$23.4K Hold
702
– – 0.01% 769
2026
Q2 		$24.4K Hold
702
– – 0.01% 745
2026
Q1 		$21.4K Buy
+702
New +$21.9K 0.01% 692

Other funds holding SCHV

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CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

True Wealth Design's SCHV Position: Q3 2026 in Review

True Wealth Design held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 702 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #769.

True Wealth Design first reported a position in SCHV in Q1 2026 and has held it in 3 quarters since. The position peaked at $24.4K in Q2 2026. 75 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • True Wealth Design held 702 shares of Schwab US Large-Cap Value ETF worth $23.4K as of Q3 2026.
  • True Wealth Design left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #769 holding.
  • True Wealth Design first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • True Wealth Design's Schwab US Large-Cap Value ETF position peaked at $24.4K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.