Trust Company of Vermont’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Trust Company of Vermont’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
2025 Q4	$1.1K	Hold	37	–	–	﹤0.01%	1080
2025 Q3	$1.08K	Hold	37	–	–	﹤0.01%	1051
2025 Q2	$1.02K	Hold	37	–	–	﹤0.01%	1035
2025 Q1	$983	Buy	37 +31	+517%	+$832	﹤0.01%	976
2024 Q4	$156	Buy	+6	New	+$162	﹤0.01%	1031
2022 Q4	–	Sell	-897	Closed	-$17K	–	967
2022 Q3	$17K	Buy	+897	New	+$19.3K	﹤0.01%	624

Other funds holding SCHV

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Trust Company of Vermont's SCHV Position: Q4 2025 in Review

Trust Company of Vermont held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q4 2025 at 37 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Trust Company of Vermont first reported a position in SCHV in Q3 2022 and has held it in 6 quarters since. The position peaked at $17K in Q3 2022. 930 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

Trust Company of Vermont held 37 shares of Schwab US Large-Cap Value ETF worth $1.1K as of Q4 2025.
Trust Company of Vermont left its Schwab US Large-Cap Value ETF share count unchanged in Q4 2025.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1080 holding.
Trust Company of Vermont first reported a position in Schwab US Large-Cap Value ETF in Q3 2022 and has held it in 6 quarters since.
Trust Company of Vermont's Schwab US Large-Cap Value ETF position peaked at $17K in Q3 2022.
930 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.