JFGIW
SCHV

Johnson Financial Group Inc (Wisconsin)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q4 		– Sell
-678
Closed -$19.7K – 1077
2025
Q3 		$19.7K Sell
678
-120
-15% -$3.41K ﹤0.01% 712
2025
Q2 		$22.1K Hold
798
– – ﹤0.01% 542
2025
Q1 		$21.2K Hold
798
– – ﹤0.01% 710
2024
Q4 		$21.6K Sell
798
-2,373
-75% -$64.1K ﹤0.01% 586
2024
Q3 		$85K Buy
3,171
+2,013
+174% +$51.7K ﹤0.01% 463
2024
Q2 		$28.8K Sell
1,158
-1,092
-49% -$27K ﹤0.01% 488
2024
Q1 		$57K Sell
2,250
-249
-10% -$5.97K ﹤0.01% 414
2023
Q4 		$58.4K Sell
2,499
-66
-3% -$1.44K ﹤0.01% 435
2023
Q3 		$55.1K Sell
2,565
-1,845
-42% -$41.4K ﹤0.01% 392
2023
Q2 		$98.6K Buy
4,410
+147
+3% +$3.21K 0.01% 329
2023
Q1 		$93.2K Sell
4,263
-834
-16% -$18.5K 0.01% 343
2022
Q4 		$112K Sell
5,097
-3,711
-42% -$80.3K 0.01% 291
2022
Q3 		$191K Sell
8,808
-2,520
-22% -$54.3K 0.02% 246
2022
Q2 		$236K Sell
11,328
-621
-5% -$13.9K 0.02% 229
2022
Q1 		$284K Sell
11,949
-717
-6% -$17K 0.02% 233
2021
Q4 		$309K Sell
12,666
-1,626
-11% -$38.5K 0.02% 229
2021
Q3 		$321K Sell
14,292
-1,077
-7% -$24.9K 0.02% 218
2021
Q2 		$350K Buy
15,369
+15
+0.1% +$340 0.02% 217
2021
Q1 		$334K Sell
15,354
-11,637
-43% -$242K 0.02% 216
2020
Q4 		$536K Sell
26,991
-5,259
-16% -$98.3K 0.05% 154
2020
Q3 		$561K Sell
32,250
-2,853
-8% -$49.9K 0.06% 136
2020
Q2 		$586K Sell
35,103
-7,221
-17% -$118K 0.06% 116
2020
Q1 		$625K Sell
42,324
-13,950
-25% -$256K 0.07% 116
2019
Q4 		$1.13M Sell
56,274
-3,192
-5% -$61.9K 0.1% 98
2019
Q3 		$1.13M Sell
59,466
-1,293
-2% -$24.2K 0.1% 122
2019
Q2 		$1.14M Buy
60,759
+17,397
+40% +$322K 0.1% 120
2019
Q1 		$791K Buy
43,362
+627
+1% +$11.1K 0.07% 136
2018
Q4 		$702K Sell
42,735
-9,528
-18% -$169K 0.07% 140
2018
Q3 		$977K Buy
52,263
+1,182
+2% +$21.9K 0.1% 132
2018
Q2 		$904K Sell
51,081
-3,096
-6% -$55.2K 0.1% 129
2018
Q1 		$954K Buy
54,177
+1,236
+2% +$22.6K 0.11% 126
2017
Q4 		$965K Buy
52,941
+159
+0.3% +$2.83K 0.12% 127
2017
Q3 		$912K Buy
52,782
+4,011
+8% +$67.9K 0.12% 124
2017
Q2 		$816K Buy
48,771
+33,861
+227% +$563K 0.12% 131
2017
Q1 		$247K Sell
14,910
-1,182
-7% -$19.4K 0.03% 240
2016
Q4 		$258K Buy
16,092
+81
+0.5% +$1.25K 0.04% 241
2016
Q3 		$243K Buy
16,011
+3,960
+33% +$60.4K 0.03% 246
2016
Q2 		$180K Buy
12,051
+54
+0.5% +$790 0.02% 291
2016
Q1 		$173K Buy
11,997
+10,326
+618% +$141K 0.03% 262
2015
Q4 		$24K Buy
1,671
+9
+0.5% +$128 0.01% 505
2015
Q3 		$22K Sell
1,662
-192
-10% -$2.69K ﹤0.01% 565
2015
Q2 		$27K Buy
+1,854
New +$27.3K 0.01% 568

Other funds holding SCHV

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SCHV Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 678 shares — an estimated $19.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHV in Q2 2015 and held it in 42 quarters. The position peaked at $1.14M in Q2 2019. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 678 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $19.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US Large-Cap Value ETF in Q2 2015 and held it in 42 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab US Large-Cap Value ETF position peaked at $1.14M in Q2 2019.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.