Schneider Downs Wealth Management Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.76M	Sell	64,641 -1,232	-2%	-$106K	0.54%	28
2026 Q1	$5.16M	Sell	65,873 -90	-0.1%	-$7.28K	0.57%	26
2025 Q4	$5.27M	Buy	65,963 +1,857	+3%	+$147K	0.59%	27
2025 Q3	$5.02M	Sell	64,106 -876	-1%	-$66.3K	0.6%	27
2025 Q2	$4.77M	Buy	64,982 +2,970	+5%	+$203K	0.71%	27
2025 Q1	$4.18M	Buy	62,012 +2,361	+4%	+$166K	0.76%	25
2024 Q4	$4.15M	Buy	59,651 +5,900	+11%	+$419K	0.78%	25
2024 Q3	$3.73M	Buy	53,751 +1,874	+4%	+$125K	0.76%	23
2024 Q2	$3.37M	Buy	51,877 +1,204	+2%	+$76.9K	0.75%	23
2024 Q1	$3.28M	Buy	50,673 +5,646	+13%	+$345K	0.76%	23
2023 Q4	$2.65M	Buy	45,027 +2,775	+7%	+$153K	0.69%	26
2023 Q3	$2.24M	Sell	42,252 -615	-1%	-$33.9K	0.52%	29
2023 Q2	$2.35M	Buy	42,867 +2,985	+7%	+$157K	0.54%	30
2023 Q1	$2.07M	Sell	39,882 -8,536	-18%	-$436K	0.42%	32
2022 Q4	$2.38M	Buy	48,418 +6,745	+16%	+$333K	0.52%	29
2022 Q3	$1.89M	Buy	41,673 +769	+2%	+$38.6K	0.55%	26
2022 Q2	$1.95M	Buy	40,904 +3,455	+9%	+$179K	0.55%	26
2022 Q1	$2.12M	Buy	37,449 +1,767	+5%	+$98.7K	0.54%	26
2021 Q4	$2.12M	Buy	35,682 +821	+2%	+$47.5K	0.51%	26
2021 Q3	$1.9M	Buy	34,861 +1,155	+3%	+$64.4K	0.49%	27
2021 Q2	$1.83M	Buy	33,706 +1,791	+6%	+$95.7K	0.48%	27
2021 Q1	$1.62M	Buy	31,915 +1,189	+4%	+$58.4K	0.4%	28
2020 Q4	$1.46M	Buy	30,726 +786	+3%	+$35.2K	0.41%	26
2020 Q3	$1.25M	Sell	29,940 -974	-3%	-$40K	0.42%	26
2020 Q2	$1.19M	Buy	30,914 +249	+0.8%	+$9.08K	0.41%	24
2020 Q1	$984K	Sell	30,665 -2,040	-6%	-$78.9K	0.36%	31
2019 Q4	$1.35M	Buy	32,705 +1,631	+5%	+$64.8K	0.4%	23
2019 Q3	$1.19M	Sell	31,074 -1,450	-4%	-$55.1K	0.37%	24
2019 Q2	$1.23M	Buy	32,524 +4,514	+16%	+$168K	0.43%	20
2019 Q1	$1.02M	Buy	28,010 +4,870	+21%	+$170K	0.38%	22
2018 Q4	$742K	Buy	23,140 +3,301	+17%	+$115K	0.32%	26
2018 Q3	$744K	Buy	19,839 +1,579	+9%	+$58.1K	0.47%	20
2018 Q2	$643K	Buy	18,260 +3,269	+22%	+$115K	0.43%	21
2018 Q1	$518K	Buy	+14,991	New	+$532K	0.29%	25

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's JHML Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 1.9% in Q2 2026, selling an estimated $106K and leaving 64,641 shares worth $5.76M. The position accounts for 0.54% of the portfolio, ranked #28.

Schneider Downs Wealth Management Advisors first reported a position in JHML in Q1 2018 and has held it in 34 quarters since. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

Schneider Downs Wealth Management Advisors held 64,641 shares of John Hancock Multifactor Large Cap ETF worth $5.76M as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 1,232 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $106K.
John Hancock Multifactor Large Cap ETF made up 0.54% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #28 holding.
Schneider Downs Wealth Management Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2018 and has held it in 34 quarters since.
109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.