JWA
SCHV

JFS Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JFS Wealth Advisors’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 		$355K Sell
10,208
-242
-2% -$7.97K 0.02% 267
2026
Q1 		$319K Buy
10,450
+51
+0.5% +$1.59K 0.02% 270
2025
Q4 		$308K Buy
10,399
+52
+0.5% +$1.52K 0.02% 270
2025
Q3 		$301K Buy
10,347
+378
+4% +$10.7K 0.02% 282
2025
Q2 		$276K Buy
9,969
+34
+0.3% +$894 0.02% 271
2025
Q1 		$264K Sell
9,935
-174
-2% -$4.67K 0.02% 276
2024
Q4 		$264K Buy
10,109
+1,226
+14% +$33.1K 0.02% 266
2024
Q3 		$238K Buy
8,883
+3
+0% +$77 0.02% 271
2024
Q2 		$219K Buy
8,880
+309
+4% +$7.63K 0.02% 235
2024
Q1 		$217K Buy
8,571
+39
+0.5% +$935 0.02% 235
2023
Q4 		$199K Hold
8,532
– – 0.02% 238
2023
Q3 		$183K Hold
8,532
– – 0.02% 230
2023
Q2 		$191K Hold
8,532
– – 0.02% 221
2023
Q1 		$187K Sell
8,532
-153
-2% -$3.4K 0.02% 225
2022
Q4 		$191K Hold
8,685
– – 0.02% 218
2022
Q3 		$169K Buy
8,685
+201
+2% +$4.33K 0.02% 231
2022
Q2 		$177K Sell
8,484
-45
-0.5% -$1.01K 0.02% 225
2022
Q1 		$203K Sell
8,529
-33
-0.4% -$781 0.02% 225
2021
Q4 		$209K Sell
8,562
-570
-6% -$13.5K 0.02% 222
2021
Q3 		$205K Buy
9,132
+372
+4% +$8.61K 0.02% 216
2021
Q2 		$200K Sell
8,760
-2,475
-22% -$56.1K 0.03% 165
2021
Q1 		$244K Sell
11,235
-1,182
-10% -$24.6K 0.05% 134
2020
Q4 		$246K Buy
12,417
+888
+8% +$16.6K 0.05% 132
2020
Q3 		$201K Sell
11,529
-3,417
-23% -$59.8K 0.05% 136
2020
Q2 		$250K Buy
14,946
+1,071
+8% +$17.5K 0.06% 123
2020
Q1 		$205K Hold
13,875
– – 0.06% 123
2019
Q4 		$278K Buy
13,875
+2,547
+22% +$49.4K 0.07% 119
2019
Q3 		$214K Buy
11,328
+450
+4% +$8.42K 0.05% 138
2019
Q2 		$204K Buy
10,878
+4,851
+80% +$89.7K 0.05% 136
2019
Q1 		$110K Hold
6,027
– – 0.03% 171
2018
Q4 		$99K Buy
6,027
+1,350
+29% +$23.9K 0.03% 174
2018
Q3 		$87K Buy
4,677
+3,072
+191% +$56.9K 0.02% 207
2018
Q2 		$28K Hold
1,605
– – 0.01% 283
2018
Q1 		$28K Hold
1,605
– – 0.01% 288
2017
Q4 		$29K Buy
1,605
+369
+30% +$6.57K 0.01% 293
2017
Q3 		$21K Buy
+1,236
New +$20.9K 0.01% 316

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

JFS Wealth Advisors's SCHV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.3% in Q2 2026, selling an estimated $7.97K and leaving 10,208 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #267.

JFS Wealth Advisors first reported a position in SCHV in Q3 2017 and has held it in 36 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • JFS Wealth Advisors held 10,208 shares of Schwab US Large-Cap Value ETF worth $355K as of Q2 2026.
  • JFS Wealth Advisors sold 242 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $7.97K.
  • Schwab US Large-Cap Value ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • JFS Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 36 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.