JNBA Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JNBA Financial 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	$72K	Hold	2,067	–	–	0.01%	279
2026 Q1	$63K	Hold	2,067	–	–	0.01%	278
2025 Q4	$61.2K	Hold	2,067	–	–	0.01%	285
2025 Q3	$60.2K	Hold	2,067	–	–	0.01%	282
2025 Q2	$57.2K	Hold	2,067	–	–	0.01%	281
2025 Q1	$54.9K	Sell	2,067 -411	-17%	-$11K	0.01%	271
2024 Q4	$64.6K	Hold	2,478	–	–	0.01%	262
2024 Q3	$66.4K	Sell	2,478 -255	-9%	-$6.55K	0.01%	262
2024 Q2	$67.5K	Hold	2,733	–	–	0.01%	259
2024 Q1	$69.2K	Sell	2,733 -57	-2%	-$1.37K	0.01%	260
2023 Q4	$65.2K	Buy	2,790 +2,100	+304%	+$45.9K	0.01%	262
2023 Q3	$14.8K	Hold	690	–	–	﹤0.01%	421
2023 Q2	$15.4K	Hold	690	–	–	﹤0.01%	417
2023 Q1	$15.1K	Hold	690	–	–	﹤0.01%	426
2022 Q4	$15.2K	Sell	690 -120	-15%	-$2.6K	﹤0.01%	402
2022 Q3	$16K	Hold	810	–	–	﹤0.01%	408
2022 Q2	$17K	Hold	810	–	–	﹤0.01%	418
2022 Q1	$19K	Sell	810 -87	-10%	-$2.06K	﹤0.01%	415
2021 Q4	$22K	Buy	897 +840	+1,474%	+$19.9K	﹤0.01%	407
2021 Q3	$1K	Hold	57	–	–	﹤0.01%	710
2021 Q2	$1K	Hold	57	–	–	﹤0.01%	662
2021 Q1	$1K	Hold	57	–	–	﹤0.01%	632
2020 Q4	$1K	Hold	57	–	–	﹤0.01%	590
2020 Q3	$1K	Hold	57	–	–	﹤0.01%	560
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	549
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	549
2019 Q4	$1K	Hold	57	–	–	﹤0.01%	588
2019 Q3	$1K	Hold	57	–	–	﹤0.01%	571
2019 Q2	$1K	Hold	57	–	–	﹤0.01%	646
2019 Q1	$1K	Buy	+57	New	+$1.01K	﹤0.01%	535
2016 Q4	–	Sell	-33,099	Closed	-$503K	–	1186
2016 Q3	$503K	Buy	+33,099	New	+$505K	0.07%	95

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

JNBA Financial Advisors's SCHV Position: Q2 2026 in Review

JNBA Financial Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 2,067 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #279.

JNBA Financial Advisors first reported a position in SCHV in Q3 2016 and has held it in 31 quarters since. The position peaked at $503K in Q3 2016. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

JNBA Financial Advisors held 2,067 shares of Schwab US Large-Cap Value ETF worth $72K as of Q2 2026.
JNBA Financial Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #279 holding.
JNBA Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and has held it in 31 quarters since.
JNBA Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $503K in Q3 2016.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.