TPBG
SCHV

Turning Point Benefit Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Turning Point Benefit Group’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 		– Sell
-918
Closed -$27.2K – 663
2025
Q4 		$27.2K Sell
918
-10,353
-92% -$303K 0.01% 175
2025
Q3 		$329K Buy
11,271
+1,902
+20% +$54K 0.2% 68
2025
Q2 		$260K Buy
+9,369
New +$246K 0.2% 70

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
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
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Turning Point Benefit Group's SCHV Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 918 shares — an estimated $27.2K sold.

Turning Point Benefit Group first reported a position in SCHV in Q2 2025 and held it in 3 quarters. The position peaked at $329K in Q3 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 918 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $27.2K.
  • Turning Point Benefit Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Turning Point Benefit Group's Schwab US Large-Cap Value ETF position peaked at $329K in Q3 2025.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.