JF
SCHV

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

Joule Financial’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 		$694K Sell
19,932
-88
-0.4% -$2.9K 0.19% 51
2026
Q1 		$611K Sell
20,020
-9,185
-31% -$286K 0.18% 57
2025
Q4 		$865K Sell
29,205
-9,447
-24% -$276K 0.26% 42
2025
Q3 		$1.13M Sell
38,652
-1,418
-4% -$40.3K 0.34% 35
2025
Q2 		$1.11M Buy
40,070
+664
+2% +$17.5K 0.36% 36
2025
Q1 		$1.05M Buy
39,406
+2,410
+7% +$64.7K 0.37% 35
2024
Q4 		$964K Buy
36,996
+6,639
+22% +$179K 0.34% 39
2024
Q3 		$813K Sell
30,357
-4,704
-13% -$121K 0.3% 41
2024
Q2 		$871K Sell
35,061
-465
-1% -$11.5K 0.35% 36
2024
Q1 		$900K Buy
35,526
+1,257
+4% +$30.1K 0.37% 35
2023
Q4 		$801K Buy
34,269
+504
+1% +$11K 0.37% 37
2023
Q3 		$725K Sell
33,765
-468
-1% -$10.5K 0.37% 37
2023
Q2 		$766K Sell
34,233
-699
-2% -$15.3K 0.39% 35
2023
Q1 		$764K Buy
34,932
+12
+0% +$267 0.41% 31
2022
Q4 		$768K Sell
34,920
-48
-0.1% -$1.04K 0.51% 30
2022
Q3 		$682K Sell
34,968
-585
-2% -$12.6K 0.51% 34
2022
Q2 		$740K Buy
+35,553
New +$798K 0.58% 31

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Joule Financial's SCHV Position: Q2 2026 in Review

Joule Financial reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.44% in Q2 2026, selling an estimated $2.9K and leaving 19,932 shares worth $694K. The position accounts for 0.19% of the portfolio, ranked #51.

Joule Financial first reported a position in SCHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q3 2025. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Joule Financial held 19,932 shares of Schwab US Large-Cap Value ETF worth $694K as of Q2 2026.
  • Joule Financial sold 88 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
  • Schwab US Large-Cap Value ETF made up 0.19% of Joule Financial's portfolio in Q2 2026, its #51 holding.
  • Joule Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Schwab US Large-Cap Value ETF position peaked at $1.13M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.