JBI
SCHV

John Boyer, Inc.’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

John Boyer, Inc.’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 		$1.32M Sell
37,875
-848
-2% -$27.9K 1.14% 17
2026
Q1 		$1.18M Buy
38,723
+169
+0.4% +$5.26K 1.18% 17
2025
Q4 		$1.14M Buy
38,554
+208
+0.5% +$6.08K 1.16% 17
2025
Q3 		$1.12M Buy
+38,346
New +$1.09M 1.11% 16

Other funds holding SCHV

Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

John Boyer, Inc.'s SCHV Position: Q2 2026 in Review

John Boyer, Inc. reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $27.9K and leaving 37,875 shares worth $1.32M. The position accounts for 1.14% of the portfolio, ranked #17.

John Boyer, Inc. first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 677 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • John Boyer, Inc. held 37,875 shares of Schwab US Large-Cap Value ETF worth $1.32M as of Q2 2026.
  • John Boyer, Inc. sold 848 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $27.9K.
  • Schwab US Large-Cap Value ETF made up 1.14% of John Boyer, Inc.'s portfolio in Q2 2026, its #17 holding.
  • John Boyer, Inc. first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 677 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.