DFA
SCHV

DHJJ Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

DHJJ Financial Advisors’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 		$323K Buy
9,286
+224
+2% +$7.38K 0.09% 162
2026
Q1 		$276K Sell
9,062
-341
-4% -$10.6K 0.09% 165
2025
Q4 		$278K Buy
9,403
+355
+4% +$10.4K 0.09% 158
2025
Q3 		$263K Sell
9,048
-817
-8% -$23.2K 0.09% 153
2025
Q2 		$273K Sell
9,865
-257
-3% -$6.75K 0.1% 145
2025
Q1 		$269K Sell
10,122
-2
-0% -$54 0.11% 132
2024
Q4 		$264K Buy
10,124
+5
+0% +$135 0.1% 137
2024
Q3 		$271K Buy
10,119
+15
+0.1% +$385 0.11% 132
2024
Q2 		$249K Sell
10,104
-246
-2% -$6.08K 0.11% 135
2024
Q1 		$262K Sell
10,350
-9
-0.1% -$216 0.12% 123
2023
Q4 		$242K Sell
10,359
-1,404
-12% -$30.7K 0.11% 123
2023
Q3 		$253K Sell
11,763
-3,912
-25% -$87.9K 0.13% 114
2023
Q2 		$351K Buy
15,675
+18
+0.1% +$393 0.18% 103
2023
Q1 		$342K Sell
15,657
-1,584
-9% -$35.2K 0.19% 101
2022
Q4 		$379K Sell
17,241
-5,367
-24% -$116K 0.22% 91
2022
Q3 		$441K Sell
22,608
-411
-2% -$8.85K 0.26% 78
2022
Q2 		$479K Buy
23,019
+201
+0.9% +$4.51K 0.27% 76
2022
Q1 		$545K Buy
22,818
+3,006
+15% +$71.2K 0.26% 76
2021
Q4 		$484K Buy
19,812
+2,244
+13% +$53.2K 0.23% 80
2021
Q3 		$395K Buy
17,568
+1,062
+6% +$24.6K 0.2% 90
2021
Q2 		$376K Buy
16,506
+654
+4% +$14.8K 0.2% 88
2021
Q1 		$345K Buy
15,852
+1,089
+7% +$22.7K 0.2% 82
2020
Q4 		$293K Buy
+14,763
New +$276K 0.18% 82

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

DHJJ Financial Advisors's SCHV Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2.5% in Q2 2026, buying an estimated $7.38K and bringing the position to 9,286 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #162.

DHJJ Financial Advisors first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $545K in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • DHJJ Financial Advisors held 9,286 shares of Schwab US Large-Cap Value ETF worth $323K as of Q2 2026.
  • DHJJ Financial Advisors bought 224 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.38K.
  • Schwab US Large-Cap Value ETF made up 0.09% of DHJJ Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $545K in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.