JC
SCHV

JBGlobal.com’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JBGlobal.com’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 		$19.3M Sell
555,333
-8,080
-1% -$266K 16.91% 3
2026
Q1 		$17.2M Buy
+563,413
New +$17.6M 16.92% 3
2025
Q4 		– Sell
-588,401
Closed -$17.1M – 27
2025
Q3 		$17.1M Sell
588,401
-42,774
-7% -$1.22M 17.45% 3
2025
Q2 		$17.5M Sell
631,175
-11,218
-2% -$295K 18.15% 3
2025
Q1 		$17.1M Sell
642,393
-38,341
-6% -$1.03M 17.75% 3
2024
Q4 		$17.7M Buy
+680,734
New +$18.4M 18.75% 1

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

JBGlobal.com's SCHV Position: Q2 2026 in Review

JBGlobal.com reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q2 2026, selling an estimated $266K and leaving 555,333 shares worth $19.3M. The position accounts for 16.91% of the portfolio, ranked #3.

JBGlobal.com first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • JBGlobal.com held 555,333 shares of Schwab US Large-Cap Value ETF worth $19.3M as of Q2 2026.
  • JBGlobal.com sold 8,080 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $266K.
  • Schwab US Large-Cap Value ETF made up 16.91% of JBGlobal.com's portfolio in Q2 2026, its #3 holding.
  • JBGlobal.com first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on JBGlobal.com's 13F filing for Q2 2026, filed 7 Jul 2026.