TWD
SCHV

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
Q2 		$24.4K Hold
702
– – 0.01% 745
2026
Q1 		$21.4K Buy
+702
New +$21.9K 0.01% 692

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 22.96% 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

True Wealth Design's SCHV Position: Q2 2026 in Review

True Wealth Design held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 702 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #745.

True Wealth Design first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • True Wealth Design held 702 shares of Schwab US Large-Cap Value ETF worth $24.4K as of Q2 2026.
  • True Wealth Design left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #745 holding.
  • True Wealth Design first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.