JDM Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JDM Financial Group’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	$18.3K	Buy	525 +42	+9%	+$1.38K	0.01%	167
2026 Q1	$14.7K	Hold	483	–	–	0.01%	163
2025 Q4	$14.3K	Hold	483	–	–	0.01%	160
2025 Q3	$14.1K	Hold	483	–	–	0.01%	167
2025 Q2	$13.4K	Hold	483	–	–	0.01%	156
2025 Q1	$12.8K	Hold	483	–	–	0.01%	151
2024 Q4	$12.6K	Hold	483	–	–	0.01%	161
2024 Q3	$12.9K	Hold	483	–	–	0.01%	152
2024 Q2	$11.9K	Hold	483	–	–	0.01%	139
2024 Q1	$12.2K	Hold	483	–	–	0.01%	130
2023 Q4	$11.3K	Hold	483	–	–	0.01%	128
2023 Q3	$10.4K	Hold	483	–	–	0.01%	122
2023 Q2	$10.8K	Hold	483	–	–	0.01%	126
2023 Q1	$10.6K	Hold	483	–	–	0.01%	132
2022 Q4	$10.6K	Buy	+483	New	+$10.5K	0.01%	126

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

JDM Financial Group's SCHV Position: Q2 2026 in Review

JDM Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.7% in Q2 2026, buying an estimated $1.38K and bringing the position to 525 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #167.

JDM Financial Group first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

JDM Financial Group held 525 shares of Schwab US Large-Cap Value ETF worth $18.3K as of Q2 2026.
JDM Financial Group bought 42 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.38K.
Schwab US Large-Cap Value ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #167 holding.
JDM Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.