JF
SCHV

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

JSF 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 		$207K Buy
+5,952
New +$196K 0.03% 138

Other funds holding SCHV

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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

JSF Financial's SCHV Position: Q2 2026 in Review

JSF Financial opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 5,952 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings.

988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • JSF Financial held 5,952 shares of Schwab US Large-Cap Value ETF worth $207K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new JSF Financial position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.03% of JSF Financial's portfolio in Q2 2026, its #138 holding.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.