JIC
SCHV

Joel Isaacson & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Joel Isaacson & Co’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 		$240K Sell
6,889
-478
-6% -$15.7K 0.01% 427
2026
Q1 		$225K Sell
7,367
-1,977
-21% -$61.6K 0.01% 415
2025
Q4 		$277K Hold
9,344
– – 0.01% 375
2025
Q3 		$272K Hold
9,344
– – 0.01% 369
2025
Q2 		$259K Buy
9,344
+1,686
+22% +$44.3K 0.01% 364
2025
Q1 		$204K Buy
+7,658
New +$206K 0.01% 378

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

Joel Isaacson & Co's SCHV Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.5% in Q2 2026, selling an estimated $15.7K and leaving 6,889 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #427.

Joel Isaacson & Co first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Joel Isaacson & Co held 6,889 shares of Schwab US Large-Cap Value ETF worth $240K as of Q2 2026.
  • Joel Isaacson & Co sold 478 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $15.7K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #427 holding.
  • Joel Isaacson & Co first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Joel Isaacson & Co's Schwab US Large-Cap Value ETF position peaked at $277K in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.