TPI
SCHV

Trust Point Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Trust Point Inc’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 		$442K Buy
12,686
+2,437
+24% +$80.3K 0.04% 249
2026
Q1 		$313K Buy
10,249
+1,802
+21% +$56.1K 0.03% 375
2025
Q4 		$250K Buy
+8,447
New +$247K 0.02% 413
2025
Q2 		– Sell
-21,585
Closed -$574K – 459
2025
Q1 		$574K Buy
+21,585
New +$579K 0.05% 196

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

Trust Point Inc's SCHV Position: Q2 2026 in Review

Trust Point Inc increased its Schwab US Large-Cap Value ETF (SCHV) stake by 24% in Q2 2026, buying an estimated $80.3K and bringing the position to 12,686 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #249.

Trust Point Inc first reported a position in SCHV in Q1 2025 and has held it in 4 quarters since. The position peaked at $574K in Q1 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Trust Point Inc held 12,686 shares of Schwab US Large-Cap Value ETF worth $442K as of Q2 2026.
  • Trust Point Inc bought 2,437 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $80.3K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #249 holding.
  • Trust Point Inc first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
  • Trust Point Inc's Schwab US Large-Cap Value ETF position peaked at $574K in Q1 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.