SJS Investment Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SJS Investment 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 Q2	$523	Hold	15	–	–	﹤0.01%	2261
2026 Q1	$458	Buy	+15	New	+$467	﹤0.01%	1776
2023 Q3	–	Sell	-1,500	Closed	-$33.5K	–	1648
2023 Q2	$33.5K	Sell	1,500 -900	-38%	-$19.7K	0.01%	180
2023 Q1	$52.5K	Sell	2,400 -600	-20%	-$13.3K	0.01%	149
2022 Q4	$66K	Buy	+3,000	New	+$64.9K	0.02%	137

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

SJS Investment Consulting's SCHV Position: Q2 2026 in Review

SJS Investment Consulting held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 15 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

SJS Investment Consulting first reported a position in SCHV in Q4 2022 and has held it in 5 quarters since. The position peaked at $66K in Q4 2022. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

SJS Investment Consulting held 15 shares of Schwab US Large-Cap Value ETF worth $523 as of Q2 2026.
SJS Investment Consulting left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2261 holding.
SJS Investment Consulting first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
SJS Investment Consulting's Schwab US Large-Cap Value ETF position peaked at $66K in Q4 2022.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.