Phillip James Consulting
SCHV icon

Phillip James Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Phillip James Consulting’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
Q3 		$6.65M Sell
199,607
-236
-0.1% -$8.12K 4.48% 4
2026
Q2 		$6.96M Buy
+199,843
New +$6.58M 4.65% 5

Other funds holding SCHV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Phillip James Consulting's SCHV Position: Q3 2026 in Review

Phillip James Consulting reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.12% in Q3 2026, selling an estimated $8.12K and leaving 199,607 shares worth $6.65M. The position accounts for 4.48% of the portfolio, ranked #4.

Phillip James Consulting first reported a position in SCHV in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.96M in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Phillip James Consulting held 199,607 shares of Schwab US Large-Cap Value ETF worth $6.65M as of Q3 2026.
  • Phillip James Consulting sold 236 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $8.12K.
  • Schwab US Large-Cap Value ETF made up 4.48% of Phillip James Consulting's portfolio in Q3 2026, its #4 holding.
  • Phillip James Consulting first reported a position in Schwab US Large-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's Schwab US Large-Cap Value ETF position peaked at $6.96M in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.