JHCP
SCHV

Jackson Hole Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Jackson Hole Capital Partners’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 		$27.4K Sell
900
-270
-23% -$8.41K ﹤0.01% 269
2025
Q4 		$34.6K Hold
1,170
– – 0.01% 261
2025
Q3 		$34.1K Hold
1,170
– – 0.01% 258
2025
Q2 		$32.4K Hold
1,170
– – 0.01% 243
2025
Q1 		$31.1K Hold
1,170
– – 0.01% 241
2024
Q4 		$30.5K Hold
1,170
– – 0.01% 241
2024
Q3 		$31.3K Hold
1,170
– – 0.01% 234
2024
Q2 		$28.9K Sell
1,170
-90
-7% -$2.22K 0.01% 237
2024
Q1 		$31.9K Hold
1,260
– – 0.01% 235
2023
Q4 		$29.4K Hold
1,260
– – 0.01% 233
2023
Q3 		$27.1K Sell
1,260
-60
-5% -$1.35K 0.01% 218
2023
Q2 		$29.5K Hold
1,320
– – 0.01% 232
2023
Q1 		$28.9K Hold
1,320
– – 0.01% 252
2022
Q4 		$29K Hold
1,320
– – 0.01% 219
2022
Q3 		$26K Hold
1,320
– – 0.01% 219
2022
Q2 		$27K Hold
1,320
– – 0.01% 200
2022
Q1 		$31K Hold
1,320
– – 0.01% 205
2021
Q4 		$32K Hold
1,320
– – 0.01% 198
2021
Q3 		$30K Hold
1,320
– – 0.01% 209
2021
Q2 		$30K Hold
1,320
– – 0.01% 206
2021
Q1 		$29K Hold
1,320
– – 0.01% 202
2020
Q4 		$26K Hold
1,320
– – 0.01% 181
2020
Q3 		$23K Hold
1,320
– – 0.01% 161
2020
Q2 		$22K Hold
1,320
– – 0.01% 145
2020
Q1 		$19K Sell
1,320
-13,806
-91% -$253K 0.01% 138
2019
Q4 		$303K Hold
15,126
– – 0.17% 116
2019
Q3 		$286K Sell
15,126
-46,794
-76% -$876K 0.16% 118
2019
Q2 		$1.16M Hold
61,920
– – 0.72% 39
2019
Q1 		$1.13M Hold
61,920
– – 1% 31
2018
Q4 		$1.02M Buy
+61,920
New +$1.1M 1.07% 25

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jackson Hole Capital Partners's SCHV Position: Q1 2026 in Review

Jackson Hole Capital Partners reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 23% in Q1 2026, selling an estimated $8.41K and leaving 900 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Jackson Hole Capital Partners first reported a position in SCHV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.16M in Q2 2019. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Jackson Hole Capital Partners held 900 shares of Schwab US Large-Cap Value ETF worth $27.4K as of Q1 2026.
  • Jackson Hole Capital Partners sold 270 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $8.41K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #269 holding.
  • Jackson Hole Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's Schwab US Large-Cap Value ETF position peaked at $1.16M in Q2 2019.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.