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 Q3	$18.2M	Sell	546,341 -8,992	-2%	-$309K	16.11%	3
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JBGlobal.com's SCHV Position: Q3 2026 in Review

JBGlobal.com reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.6% in Q3 2026, selling an estimated $309K and leaving 546,341 shares worth $18.2M. The position accounts for 16.11% of the portfolio, ranked #3.

JBGlobal.com first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.3M in Q2 2026. 465 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

JBGlobal.com held 546,341 shares of Schwab US Large-Cap Value ETF worth $18.2M as of Q3 2026.
JBGlobal.com sold 8,992 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $309K.
Schwab US Large-Cap Value ETF made up 16.11% of JBGlobal.com's portfolio in Q3 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 7 quarters since.
JBGlobal.com's Schwab US Large-Cap Value ETF position peaked at $19.3M in Q2 2026.
465 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on JBGlobal.com's 13F filing for Q3 2026, filed 13 Oct 2026.