Tucker Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tucker Asset 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	$3.1K	Sell	89 -120	-57%	-$3.95K	﹤0.01%	384
2026 Q1	$6.38K	Sell	209 -967	-82%	-$30.1K	﹤0.01%	311
2025 Q4	$34.8K	Buy	1,176 +209	+22%	+$6.11K	0.01%	360
2025 Q3	$28.1K	Hold	967	–	–	0.01%	214
2025 Q2	$26.8K	Buy	+967	New	+$25.4K	0.01%	189
2025 Q1	–	Sell	-54	Closed	-$1.41K	–	816
2024 Q4	$1.41K	Hold	54	–	–	﹤0.01%	1282
2024 Q3	$1.45K	Hold	54	–	–	﹤0.01%	1226
2024 Q2	$1.33K	Buy	+54	New	+$1.33K	﹤0.01%	1396

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

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

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

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

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

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

Tucker Asset Management's SCHV Position: Q2 2026 in Review

Tucker Asset Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 57% in Q2 2026, selling an estimated $3.95K and leaving 89 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Tucker Asset Management first reported a position in SCHV in Q2 2024 and has held it in 8 quarters since. The position peaked at $34.8K in Q4 2025. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Tucker Asset Management held 89 shares of Schwab US Large-Cap Value ETF worth $3.1K as of Q2 2026.
Tucker Asset Management sold 120 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.95K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #384 holding.
Tucker Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Tucker Asset Management's Schwab US Large-Cap Value ETF position peaked at $34.8K in Q4 2025.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.