Glass Jacobson Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Glass Jacobson Investment 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	$6.58K	Hold	189	–	–	﹤0.01%	497
2026 Q1	$5.76K	Hold	189	–	–	﹤0.01%	494
2025 Q4	$5.6K	Hold	189	–	–	﹤0.01%	490
2025 Q3	$5.5K	Buy	+189	New	+$5.37K	﹤0.01%	485
2025 Q2	–	Sell	-88,054	Closed	-$2.3M	–	792
2025 Q1	$2.3M	Hold	88,054	–	–	0.75%	38
2024 Q4	$2.3M	Buy	88,054 +379	+0.4%	+$10.2K	0.75%	38
2024 Q3	$2.35M	Sell	87,675 -282	-0.3%	-$7.24K	0.78%	36
2024 Q2	$2.17M	Buy	87,957 +7,008	+9%	+$173K	0.79%	36
2024 Q1	$2.05M	Buy	80,949 +6,810	+9%	+$163K	0.77%	35
2023 Q4	$1.73M	Buy	74,139 +10,983	+17%	+$240K	0.71%	41
2023 Q3	$1.36M	Buy	63,156 +8,250	+15%	+$185K	0.62%	48
2023 Q2	$1.23M	Buy	+54,906	New	+$1.2M	0.56%	52
2022 Q4	$1.06M	Buy	+48,132	New	+$1.04M	0.52%	53

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

Glass Jacobson Investment Advisors's SCHV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 189 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Glass Jacobson Investment Advisors first reported a position in SCHV in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.35M in Q3 2024. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Glass Jacobson Investment Advisors held 189 shares of Schwab US Large-Cap Value ETF worth $6.58K as of Q2 2026.
Glass Jacobson Investment Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #497 holding.
Glass Jacobson Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $2.35M in Q3 2024.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.