LJAC
SCHV

L.J. Altfest & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

L.J. Altfest & Co’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 		$1.48M Buy
48,389
+195
+0.4% +$6.08K 0.16% 110
2025
Q4 		$1.43M Sell
48,194
-740
-2% -$21.6K 0.16% 101
2025
Q3 		$1.42M Buy
48,934
+185
+0.4% +$5.26K 0.16% 99
2025
Q2 		$1.35M Buy
48,749
+954
+2% +$25.1K 0.16% 101
2025
Q1 		$1.27M Sell
47,795
-103,100
-68% -$2.77M 0.16% 102
2024
Q4 		$3.93M Buy
150,895
+115,741
+329% +$3.12M 0.5% 43
2024
Q3 		$942K Sell
35,154
-14,922
-30% -$383K 0.13% 137
2024
Q2 		$1.24M Sell
50,076
-5,286
-10% -$131K 0.17% 96
2024
Q1 		$1.4M Buy
55,362
+372
+0.7% +$8.92K 0.2% 83
2023
Q4 		$1.28M Buy
54,990
+1,605
+3% +$35.1K 0.19% 98
2023
Q3 		$1.15M Buy
53,385
+1,179
+2% +$26.5K 0.18% 96
2023
Q2 		$1.17M Sell
52,206
-939
-2% -$20.5K 0.18% 89
2023
Q1 		$1.16M Buy
53,145
+300
+0.6% +$6.67K 0.18% 82
2022
Q4 		$1.16M Buy
52,845
+249
+0.5% +$5.39K 0.19% 82
2022
Q3 		$1.03M Buy
52,596
+1,338
+3% +$28.8K 0.19% 81
2022
Q2 		$1.07M Sell
51,258
-3,513
-6% -$78.9K 0.19% 80
2022
Q1 		$1.3M Sell
54,771
-144
-0.3% -$3.41K 0.23% 69
2021
Q4 		$1.34M Buy
54,915
+639
+1% +$15.1K 0.26% 74
2021
Q3 		$1.22M Sell
54,276
-2,022
-4% -$46.8K 0.26% 71
2021
Q2 		$1.28M Buy
56,298
+12
+0% +$272 0.28% 66
2021
Q1 		$1.23M Sell
56,286
-10,998
-16% -$229K 0.29% 67
2020
Q4 		$1.33M Sell
67,284
-653,979
-91% -$12.2M 0.33% 54
2020
Q3 		$12.5M Buy
721,263
+648,585
+892% +$11.3M 3.34% 5
2020
Q2 		$1.21M Sell
72,678
-323,898
-82% -$5.29M 0.35% 47
2020
Q1 		$5.85M Sell
396,576
-83,760
-17% -$1.54M 1.83% 10
2019
Q4 		$9.63M Sell
480,336
-14,199
-3% -$275K 2.43% 7
2019
Q3 		$9.35M Sell
494,535
-178,716
-27% -$3.34M 2.41% 8
2019
Q2 		$12.6M Sell
673,251
-94,593
-12% -$1.75M 3.35% 7
2019
Q1 		$14M Buy
767,844
+438,777
+133% +$7.79M 3.41% 8
2018
Q4 		$5.41M Buy
329,067
+305,832
+1,316% +$5.41M 1.51% 12
2018
Q3 		$434K Buy
23,235
+114
+0.5% +$2.11K 0.13% 115
2018
Q2 		$409K Buy
23,121
+147
+0.6% +$2.62K 0.15% 113
2018
Q1 		$405K Buy
+22,974
New +$421K 0.17% 112

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 $11.5B AUM 18.82% 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

L.J. Altfest & Co's SCHV Position: Q1 2026 in Review

L.J. Altfest & Co increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.4% in Q1 2026, buying an estimated $6.08K and bringing the position to 48,389 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #110.

L.J. Altfest & Co first reported a position in SCHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $14M in Q1 2019. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • L.J. Altfest & Co held 48,389 shares of Schwab US Large-Cap Value ETF worth $1.48M as of Q1 2026.
  • L.J. Altfest & Co bought 195 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $6.08K.
  • Schwab US Large-Cap Value ETF made up 0.16% of L.J. Altfest & Co's portfolio in Q1 2026, its #110 holding.
  • L.J. Altfest & Co first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
  • L.J. Altfest & Co's Schwab US Large-Cap Value ETF position peaked at $14M in Q1 2019.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.