TCM
SCHV

TruNorth Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TruNorth Capital 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
2026
Q2 		$553K Hold
15,885
– – 0.09% 66
2026
Q1 		$484K Hold
15,885
– – 0.09% 59
2025
Q4 		$470K Hold
15,885
– – 0.09% 65
2025
Q3 		$462K Hold
15,885
– – 0.09% 60
2025
Q2 		$440K Hold
15,885
– – 0.1% 60
2025
Q1 		$422K Hold
15,885
– – 0.11% 63
2024
Q4 		$414K Hold
15,885
– – 0.11% 46
2024
Q3 		$426K Hold
15,885
– – 0.13% 45
2024
Q2 		$392K Sell
15,885
-183
-1% -$4.52K 0.13% 46
2024
Q1 		$407K Buy
+16,068
New +$385K 0.14% 42

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

TruNorth Capital Management's SCHV Position: Q2 2026 in Review

TruNorth Capital Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15,885 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #66.

TruNorth Capital Management first reported a position in SCHV in Q1 2024 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • TruNorth Capital Management held 15,885 shares of Schwab US Large-Cap Value ETF worth $553K as of Q2 2026.
  • TruNorth Capital Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.09% of TruNorth Capital Management's portfolio in Q2 2026, its #66 holding.
  • TruNorth Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 449 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.