TAM
SCHV

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Tucker Asset Management's SCHV Position: Q4 2025 in Review

Tucker Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 22% in Q4 2025, buying an estimated $6.11K and bringing the position to 1,176 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #360.

Tucker Asset Management first reported a position in SCHV in Q2 2024 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Tucker Asset Management held 1,176 shares of Schwab US Large-Cap Value ETF worth $34.8K as of Q4 2025.
  • Tucker Asset Management bought 209 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $6.11K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #360 holding.
  • Tucker Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.