JWM
SCHV

JPL Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JPL Wealth 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 		$30.8K Hold
885
– – 0.01% 355
2026
Q1 		$27K Buy
+885
New +$27.6K 0.01% 340
2025
Q4 		– Sell
-885
Closed -$25.8K – 939
2025
Q3 		$25.8K Buy
+885
New +$25.1K 0.01% 359

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

JPL Wealth Management's SCHV Position: Q2 2026 in Review

JPL Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 885 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #355.

JPL Wealth Management first reported a position in SCHV in Q3 2025 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • JPL Wealth Management held 885 shares of Schwab US Large-Cap Value ETF worth $30.8K as of Q2 2026.
  • JPL Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #355 holding.
  • JPL Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.