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
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 $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JPL Wealth Management's SCHV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 885 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SCHV as recently as Q3 2025.

JPL Wealth Management first reported a position in SCHV in Q3 2025 and has held it in 2 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • JPL Wealth Management held 885 shares of Schwab US Large-Cap Value ETF worth $27K as of Q1 2026.
  • Schwab US Large-Cap Value ETF was a new JPL Wealth Management position in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #340 holding.
  • JPL Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.