JGCM
SCHV

Joseph Group Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Joseph Group Capital Management’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 		$4.58M Sell
131,497
-43
-0% -$1.42K 0.96% 38
2026
Q1 		$4.01M Buy
131,540
+14,716
+13% +$458K 1% 39
2025
Q4 		$3.46M Sell
116,824
-5,158
-4% -$151K 0.91% 40
2025
Q3 		$3.55M Buy
121,982
+1,533
+1% +$43.6K 1% 39
2025
Q2 		$3.33M Buy
120,449
+8,741
+8% +$230K 1.12% 38
2025
Q1 		$2.97M Buy
111,708
+19,257
+21% +$517K 1.13% 34
2024
Q4 		$2.41M Buy
92,451
+3,273
+4% +$88.4K 0.95% 37
2024
Q3 		$2.39M Buy
89,178
+1,428
+2% +$36.7K 0.91% 37
2024
Q2 		$2.17M Buy
87,750
+2,436
+3% +$60.2K 1.12% 27
2024
Q1 		$2.16M Sell
85,314
-54
-0.1% -$1.29K 1.08% 24
2023
Q4 		$1.99M Buy
85,368
+3,474
+4% +$76K 1.16% 23
2023
Q3 		$1.76M Buy
81,894
+3,447
+4% +$77.4K 1.27% 22
2023
Q2 		$1.75M Sell
78,447
-6,954
-8% -$152K 1.48% 21
2023
Q1 		$1.87M Sell
85,401
-9,408
-10% -$209K 1.64% 10
2022
Q4 		$2.09M Buy
94,809
+5,235
+6% +$113K 1.98% 8
2022
Q3 		$1.75M Buy
89,574
+8,427
+10% +$181K 1.91% 7
2022
Q2 		$1.69M Buy
81,147
+56,781
+233% +$1.27M 1.69% 9
2022
Q1 		$580K Buy
24,366
+2,295
+10% +$54.3K 0.58% 43
2021
Q4 		$539K Buy
+22,071
New +$523K 0.52% 45

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

Joseph Group Capital Management's SCHV Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.03% in Q2 2026, selling an estimated $1.42K and leaving 131,497 shares worth $4.58M. The position accounts for 0.96% of the portfolio, ranked #38.

Joseph Group Capital Management first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Joseph Group Capital Management held 131,497 shares of Schwab US Large-Cap Value ETF worth $4.58M as of Q2 2026.
  • Joseph Group Capital Management sold 43 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.42K.
  • Schwab US Large-Cap Value ETF made up 0.96% of Joseph Group Capital Management's portfolio in Q2 2026, its #38 holding.
  • Joseph Group Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.