KJWM
SCHV

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

Kiley Juergens 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 		$1.44M Sell
47,112
-450
-0.9% -$14K 0.25% 70
2025
Q4 		$1.41M Buy
47,562
+3,702
+8% +$108K 0.3% 50
2025
Q3 		$1.28M Sell
43,860
-1,666
-4% -$47.3K 0.28% 51
2025
Q2 		$1.26M Buy
45,526
+2,513
+6% +$66K 0.29% 51
2025
Q1 		$1.14M Buy
43,013
+2,611
+6% +$70.1K 0.3% 47
2024
Q4 		$1.05M Sell
40,402
-8,045
-17% -$217K 0.26% 49
2024
Q3 		$1.3M Buy
48,447
+1,155
+2% +$29.7K 0.34% 43
2024
Q2 		$1.17M Buy
47,292
+1,173
+3% +$29K 0.32% 42
2024
Q1 		$1.17M Buy
46,119
+2,913
+7% +$69.8K 0.36% 40
2023
Q4 		$1.01M Buy
43,206
+1,818
+4% +$39.8K 0.34% 40
2023
Q3 		$889K Sell
41,388
-207
-0.5% -$4.65K 0.32% 46
2023
Q2 		$930K Sell
41,595
-270
-0.6% -$5.89K 0.32% 47
2023
Q1 		$915K Buy
41,865
+129
+0.3% +$2.87K 0.34% 49
2022
Q4 		$918K Buy
41,736
+447
+1% +$9.68K 0.38% 48
2022
Q3 		$805K Buy
41,289
+1,563
+4% +$33.6K 0.38% 48
2022
Q2 		$826K Buy
39,726
+636
+2% +$14.3K 0.39% 48
2022
Q1 		$930K Buy
39,090
+5,316
+16% +$126K 0.45% 34
2021
Q4 		$824K Buy
33,774
+3,522
+12% +$83.4K 0.31% 54
2021
Q3 		$680K Buy
30,252
+69
+0.2% +$1.6K 0.3% 53
2021
Q2 		$687K Sell
30,183
-567
-2% -$12.9K 0.31% 51
2021
Q1 		$669K Buy
+30,750
New +$641K 0.35% 47
2018
Q4 		– Sell
-7,803
Closed -$145K – 531
2018
Q3 		$145K Buy
7,803
+51
+0.7% +$945 0.11% 124
2018
Q2 		$137K Buy
+7,752
New +$138K 0.12% 111
2018
Q1 		– Sell
-7,704
Closed -$140K – 508
2017
Q4 		$140K Buy
+7,704
New +$137K 0.13% 102

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

Kiley Juergens Wealth Management's SCHV Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.95% in Q1 2026, selling an estimated $14K and leaving 47,112 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #70.

Kiley Juergens Wealth Management first reported a position in SCHV in Q4 2017 and has held it in 24 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Kiley Juergens Wealth Management held 47,112 shares of Schwab US Large-Cap Value ETF worth $1.44M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 450 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $14K.
  • Schwab US Large-Cap Value ETF made up 0.25% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 24 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.