Truist Financial
SCHV

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

Truist Financial’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 		$3.74M Buy
107,308
+1,304
+1% +$43K ﹤0.01% 1066
2026
Q1 		$3.23M Sell
106,004
-10,603
-9% -$330K ﹤0.01% 1064
2025
Q4 		$3.45M Sell
116,607
-539
-0.5% -$15.8K ﹤0.01% 1012
2025
Q3 		$3.41M Sell
117,146
-2,521
-2% -$71.6K ﹤0.01% 1074
2025
Q2 		$3.31M Buy
119,667
+1,167
+1% +$30.7K ﹤0.01% 1047
2025
Q1 		$3.15M Buy
118,500
+4,231
+4% +$114K 0.01% 1016
2024
Q4 		$2.98M Sell
114,269
-10,855
-9% -$293K ﹤0.01% 1056
2024
Q3 		$3.35M Buy
125,124
+6,486
+5% +$167K 0.01% 1002
2024
Q2 		$2.93M Sell
118,638
-2,028
-2% -$50.1K ﹤0.01% 1100
2024
Q1 		$3.06M Sell
120,666
-2,076
-2% -$49.8K ﹤0.01% 1092
2023
Q4 		$2.87M Sell
122,742
-1,236
-1% -$27K ﹤0.01% 1087
2023
Q3 		$2.66M Buy
123,978
+1,596
+1% +$35.8K ﹤0.01% 1096
2023
Q2 		$2.74M Sell
122,382
-18,450
-13% -$403K ﹤0.01% 1111
2023
Q1 		$3.08M Buy
140,832
+8,409
+6% +$187K 0.01% 1033
2022
Q4 		$2.91M Sell
132,423
-11,523
-8% -$249K 0.01% 1035
2022
Q3 		$2.81M Sell
143,946
-7,155
-5% -$154K 0.01% 1009
2022
Q2 		$3.14M Buy
151,101
+9,951
+7% +$223K 0.01% 987
2022
Q1 		$3.36M Buy
141,150
+42,948
+44% +$1.02M 0.01% 1049
2021
Q4 		$2.4M Buy
98,202
+17,016
+21% +$403K ﹤0.01% 1207
2021
Q3 		$1.83M Buy
81,186
+3,981
+5% +$92.1K ﹤0.01% 1322
2021
Q2 		$1.76M Buy
77,205
+16,527
+27% +$375K ﹤0.01% 1361
2021
Q1 		$1.32M Sell
60,678
-2,733
-4% -$56.9K ﹤0.01% 1429
2020
Q4 		$1.26M Buy
63,411
+17,772
+39% +$332K ﹤0.01% 1367
2020
Q3 		$794K Sell
45,639
-1,575
-3% -$27.5K ﹤0.01% 1473
2020
Q2 		$788K Sell
47,214
-8,622
-15% -$141K ﹤0.01% 1395
2020
Q1 		$824K Sell
55,836
-2,154
-4% -$39.5K ﹤0.01% 1333
2019
Q4 		$1.16M Buy
+57,990
New +$1.12M ﹤0.01% 1374

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

Truist Financial's SCHV Position: Q2 2026 in Review

Truist Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.2% in Q2 2026, buying an estimated $43K and bringing the position to 107,308 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Truist Financial first reported a position in SCHV in Q4 2019 and has held it in 27 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Truist Financial held 107,308 shares of Schwab US Large-Cap Value ETF worth $3.74M as of Q2 2026.
  • Truist Financial bought 1,304 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $43K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1066 holding.
  • Truist Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.