Jones Financial Companies
SCHV

Jones Financial Companies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Jones Financial Companies’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 		$5.35M Buy
155,143
+30,155
+24% +$993K ﹤0.01% 1162
2026
Q1 		$3.75M Buy
124,988
+28,020
+29% +$873K ﹤0.01% 1185
2025
Q4 		$2.87M Buy
96,968
+14,325
+17% +$419K ﹤0.01% 828
2025
Q3 		$2.4M Buy
82,643
+24,762
+43% +$704K ﹤0.01% 795
2025
Q2 		$1.59M Buy
57,881
+32,529
+128% +$855K ﹤0.01% 827
2025
Q1 		$667K Buy
25,352
+16,346
+182% +$439K ﹤0.01% 1017
2024
Q4 		$235K Buy
9,006
+7,314
+432% +$197K ﹤0.01% 1281
2024
Q3 		$45.2K Buy
1,692
+801
+90% +$20.6K ﹤0.01% 1681
2024
Q2 		$22K Buy
+891
New +$22K ﹤0.01% 1509

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

Jones Financial Companies's SCHV Position: Q2 2026 in Review

Jones Financial Companies increased its Schwab US Large-Cap Value ETF (SCHV) stake by 24% in Q2 2026, buying an estimated $993K and bringing the position to 155,143 shares worth $5.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Jones Financial Companies first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Jones Financial Companies held 155,143 shares of Schwab US Large-Cap Value ETF worth $5.35M as of Q2 2026.
  • Jones Financial Companies bought 30,155 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $993K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1162 holding.
  • Jones Financial Companies first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.