TSG Advice Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

TSG Advice Partners’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 Q1	$30.9M	Buy	+1,012,162	New	+$31.5M	4.63%	8

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $85.1B AUM 27.35% 1-Year Est. Return

APP

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TSG Advice Partners's SCHV Position: Q1 2026 in Review

TSG Advice Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 1,012,162 shares worth $30.9M. The stake represents 4.63% of the portfolio and ranks #8 among its holdings.

969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

TSG Advice Partners held 1,012,162 shares of Schwab US Large-Cap Value ETF worth $30.9M as of Q1 2026.
Schwab US Large-Cap Value ETF was a new TSG Advice Partners position in Q1 2026.
Schwab US Large-Cap Value ETF made up 4.63% of TSG Advice Partners's portfolio in Q1 2026, its #8 holding.
969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.