JPLA
SCHV

Joseph P. Lucia & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Joseph P. Lucia & Associates’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 		$433K Sell
12,450
-50
-0.4% -$1.65K 0.13% 125
2026
Q1 		$381K Sell
12,500
-2,331
-16% -$72.6K 0.14% 121
2025
Q4 		$439K Sell
14,831
-1,119
-7% -$32.7K 0.16% 108
2025
Q3 		$464K Hold
15,950
– – 0.18% 103
2025
Q2 		$441K Sell
15,950
-198
-1% -$5.2K 0.18% 102
2025
Q1 		$429K Sell
16,148
-1,869
-10% -$50.2K 0.2% 92
2024
Q4 		$470K Buy
18,017
+20
+0.1% +$540 0.21% 88
2024
Q3 		$482K Buy
17,997
+2,928
+19% +$75.2K 0.22% 85
2024
Q2 		$372K Sell
15,069
-5,007
-25% -$124K 0.19% 85
2024
Q1 		$508K Sell
20,076
-2,040
-9% -$48.9K 0.27% 74
2023
Q4 		$517K Sell
22,116
-11,298
-34% -$247K 0.32% 68
2023
Q3 		$718K Sell
33,414
-7,770
-19% -$174K 0.5% 57
2023
Q2 		$921K Sell
41,184
-2,295
-5% -$50.1K 0.62% 49
2023
Q1 		$950K Buy
43,479
+240
+0.6% +$5.33K 0.66% 47
2022
Q4 		$952K Sell
43,239
-2,271
-5% -$49.2K 0.71% 42
2022
Q3 		$888K Hold
45,510
– – 0.7% 41
2022
Q2 		$947K Buy
45,510
+2,997
+7% +$67.3K 0.67% 41
2022
Q1 		$1.01M Buy
42,513
+12,459
+41% +$295K 0.62% 44
2021
Q4 		$734K Sell
30,054
-600
-2% -$14.2K 0.47% 58
2021
Q3 		$690K Sell
30,654
-57
-0.2% -$1.32K 0.41% 63
2021
Q2 		$700K Buy
30,711
+2,775
+10% +$63K 0.42% 64
2021
Q1 		$608K Buy
27,936
+2,196
+9% +$45.7K 0.27% 69
2020
Q4 		$511K Buy
25,740
+5,094
+25% +$95.2K 0.36% 69
2020
Q3 		$359K Sell
20,646
-8,367
-29% -$146K 0.34% 70
2020
Q2 		$485K Sell
29,013
-390
-1% -$6.37K 0.44% 56
2020
Q1 		$434K Buy
29,403
+8,325
+39% +$153K 0.48% 53
2019
Q4 		$422K Sell
21,078
-2,271
-10% -$44K 0.38% 65
2019
Q3 		$442K Sell
23,349
-1,344
-5% -$25.2K 0.46% 61
2019
Q2 		$462K Buy
24,693
+23,358
+1,750% +$432K 0.48% 58
2019
Q1 		$24.8K Buy
+1,335
New +$23.7K 0.04% 159

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 P. Lucia & Associates's SCHV Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.4% in Q2 2026, selling an estimated $1.65K and leaving 12,450 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #125.

Joseph P. Lucia & Associates first reported a position in SCHV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.01M in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Joseph P. Lucia & Associates held 12,450 shares of Schwab US Large-Cap Value ETF worth $433K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 50 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.65K.
  • Schwab US Large-Cap Value ETF made up 0.13% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #125 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Schwab US Large-Cap Value ETF position peaked at $1.01M in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.