JBI
SCHV

John Boyer Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

John Boyer Inc’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 		$1.32M Sell
37,875
-848
-2% -$27.9K 1.14% 17
2026
Q1 		$1.18M Buy
38,723
+169
+0.4% +$5.26K 1.18% 17
2025
Q4 		$1.14M Buy
38,554
+208
+0.5% +$6.08K 1.16% 17
2025
Q3 		$1.12M Buy
+38,346
New +$1.09M 1.11% 16

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

John Boyer Inc's SCHV Position: Q2 2026 in Review

John Boyer Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $27.9K and leaving 37,875 shares worth $1.32M. The position accounts for 1.14% of the portfolio, ranked #17.

John Boyer Inc first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • John Boyer Inc held 37,875 shares of Schwab US Large-Cap Value ETF worth $1.32M as of Q2 2026.
  • John Boyer Inc sold 848 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $27.9K.
  • Schwab US Large-Cap Value ETF made up 1.14% of John Boyer Inc's portfolio in Q2 2026, its #17 holding.
  • John Boyer Inc first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.