JY
SCHV

Jeff Yass’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Jeff Yass’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
2024
Q3 		– Sell
-9,600
Closed -$237K – 12912
2024
Q2 		$237K Sell
9,600
-17,700
-65% -$437K ﹤0.01% 9980
2024
Q1 		$691K Sell
27,300
-42,300
-61% -$1.01M ﹤0.01% 7727
2023
Q4 		$1.63M Buy
69,600
+13,500
+24% +$295K ﹤0.01% 5811
2023
Q3 		$1.21M Buy
56,100
+12,000
+27% +$269K ﹤0.01% 6219
2023
Q2 		$986K Buy
44,100
+3,900
+10% +$85.2K ﹤0.01% 6710
2023
Q1 		$879K Sell
40,200
-4,500
-10% -$100K ﹤0.01% 7162
2022
Q4 		$984K Buy
44,700
+10,200
+30% +$221K ﹤0.01% 6226
2022
Q3 		$673K Buy
34,500
+10,200
+42% +$220K ﹤0.01% 7677
2022
Q2 		$506K Hold
24,300
– – ﹤0.01% 8220
2022
Q1 		$578K Buy
24,300
+7,800
+47% +$185K ﹤0.01% 8596
2021
Q4 		$403K Buy
16,500
+5,100
+45% +$121K ﹤0.01% 9751
2021
Q3 		$256K Sell
11,400
-7,500
-40% -$173K ﹤0.01% 10962
2021
Q2 		$431K Sell
18,900
-1,200
-6% -$27.2K ﹤0.01% 9943
2021
Q1 		$437K Sell
20,100
-12,600
-39% -$262K ﹤0.01% 9785
2020
Q4 		$649K Sell
32,700
-6,000
-16% -$112K ﹤0.01% 7713
2020
Q3 		$673K Buy
38,700
+19,500
+102% +$341K ﹤0.01% 7043
2020
Q2 		$321K Buy
19,200
+1,800
+10% +$29.4K ﹤0.01% 8239
2020
Q1 		$257K Sell
17,400
-18,000
-51% -$330K ﹤0.01% 8266
2019
Q4 		$709K Buy
35,400
+22,200
+168% +$430K ﹤0.01% 6234
2019
Q3 		$250K Buy
+13,200
New +$247K ﹤0.01% 8679
2019
Q2 		– Sell
-14,400
Closed -$263K – 10756
2019
Q1 		$263K Buy
14,400
+900
+7% +$16K ﹤0.01% 7440
2018
Q4 		$222K Sell
13,500
-4,200
-24% -$74.3K ﹤0.01% 7542
2018
Q3 		$331K Sell
17,700
-6,300
-26% -$117K ﹤0.01% 7299
2018
Q2 		$425K Buy
24,000
+7,500
+45% +$134K ﹤0.01% 7127
2018
Q1 		$291K Sell
16,500
-49,500
-75% -$907K ﹤0.01% 7680
2017
Q4 		$1.2M Buy
66,000
+11,400
+21% +$203K ﹤0.01% 4875
2017
Q3 		$943K Buy
54,600
+37,200
+214% +$630K ﹤0.01% 5385
2017
Q2 		$291K Buy
+17,400
New +$289K ﹤0.01% 7640
2016
Q3 		– Sell
-27,000
Closed -$403K – 8963
2016
Q2 		$403K Buy
+27,000
New +$395K ﹤0.01% 6483

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Jeff Yass's SCHV Position: Q2 2026 in Review

Jeff Yass reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 21% in Q2 2026, selling an estimated $460K and leaving 52,546 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #6694.

Jeff Yass first reported a position in SCHV in Q2 2013 and has held it in 47 quarters since. The position peaked at $6.05M in Q1 2024. 989 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Jeff Yass held 52,546 shares of Schwab US Large-Cap Value ETF worth $1.83M as of Q2 2026.
  • Jeff Yass sold 13,966 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $460K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6694 holding.
  • Jeff Yass first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 47 quarters since.
  • Jeff Yass's Schwab US Large-Cap Value ETF position peaked at $6.05M in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.