SFG
SCHV

Sage Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sage Financial Group’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 		$27M Buy
776,729
+4,559
+0.6% +$150K 1.5% 13
2026
Q1 		$23.6M Sell
772,170
-9,467
-1% -$295K 1.53% 13
2025
Q4 		$23.1M Buy
781,637
+2,665
+0.3% +$77.9K 1.53% 12
2025
Q3 		$22.7M Buy
778,972
+3,708
+0.5% +$105K 1.54% 11
2025
Q2 		$21.5M Sell
775,264
-8,830
-1% -$232K 1.58% 11
2025
Q1 		$20.8M Sell
784,094
-9,961
-1% -$267K 1.68% 11
2024
Q4 		$20.7M Sell
794,055
-17,580
-2% -$475K 1.67% 10
2024
Q3 		$21.7M Sell
811,635
-9,729
-1% -$250K 1.78% 10
2024
Q2 		$20.3M Sell
821,364
-16,941
-2% -$419K 1.76% 10
2024
Q1 		$21.2M Sell
838,305
-20,688
-2% -$496K 1.91% 10
2023
Q4 		$20.1M Buy
858,993
+51,591
+6% +$1.13M 1.95% 9
2023
Q3 		$17.3M Sell
807,402
-16,521
-2% -$371K 1.92% 9
2023
Q2 		$18.4M Sell
823,923
-17,394
-2% -$380K 1.95% 9
2023
Q1 		$18.4M Buy
841,317
+19,344
+2% +$430K 2.08% 9
2022
Q4 		$18.1M Buy
821,973
+37,503
+5% +$812K 2.2% 9
2022
Q3 		$15.3M Buy
784,470
+12,537
+2% +$270K 2.1% 10
2022
Q2 		$16.1M Buy
771,933
+40,050
+5% +$899K 2.12% 9
2022
Q1 		$17.4M Buy
731,883
+61,854
+9% +$1.46M 2.03% 10
2021
Q4 		$16.4M Buy
670,029
+9,315
+1% +$221K 1.74% 11
2021
Q3 		$14.9M Buy
660,714
+2,664
+0.4% +$61.6K 1.83% 10
2021
Q2 		$15M Buy
658,050
+39,168
+6% +$889K 1.85% 9
2021
Q1 		$13.5M Sell
618,882
-11,829
-2% -$246K 1.77% 11
2020
Q4 		$12.5M Buy
630,711
+15,810
+3% +$296K 1.72% 11
2020
Q3 		$10.7M Buy
614,901
+23,805
+4% +$416K 1.75% 10
2020
Q2 		$9.87M Sell
591,096
-24,255
-4% -$396K 1.78% 10
2020
Q1 		$9.08M Buy
615,351
+3,726
+0.6% +$68.3K 1.71% 9
2019
Q4 		$12.3M Buy
611,625
+4,296
+0.7% +$83.2K 1.68% 13
2019
Q3 		$11.5M Sell
607,329
-36,300
-6% -$679K 1.71% 12
2019
Q2 		$12M Buy
643,629
+9,372
+1% +$173K 1.78% 11
2019
Q1 		$11.6M Buy
634,257
+20,586
+3% +$365K 1.79% 11
2018
Q4 		$10.1M Buy
613,671
+66,825
+12% +$1.18M 1.68% 12
2018
Q3 		$10.2M Buy
546,846
+3,225
+0.6% +$59.8K 2.01% 8
2018
Q2 		$9.63M Buy
543,621
+2,829
+0.5% +$50.5K 2.07% 7
2018
Q1 		$9.53M Buy
540,792
+9,900
+2% +$181K 2.1% 8
2017
Q4 		$9.68M Buy
530,892
+61,611
+13% +$1.1M 1.88% 11
2017
Q3 		$8.11M Buy
469,281
+9,438
+2% +$160K 1.78% 10
2017
Q2 		$7.7M Buy
459,843
+23,304
+5% +$387K 1.77% 10
2017
Q1 		$7.23M Buy
436,539
+46,917
+12% +$771K 1.77% 9
2016
Q4 		$6.25M Buy
389,622
+60,417
+18% +$936K 1.6% 9
2016
Q3 		$5M Buy
329,205
+102,681
+45% +$1.57M 1.43% 11
2016
Q2 		$3.38M Buy
226,524
+223,494
+7,376% +$3.27M 1.07% 13
2016
Q1 		$44K Buy
+3,030
New +$41.5K 0.02% 31

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Sage Financial Group's SCHV Position: Q2 2026 in Review

Sage Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.59% in Q2 2026, buying an estimated $150K and bringing the position to 776,729 shares worth $27M. The position accounts for 1.5% of the portfolio, ranked #13.

Sage Financial Group first reported a position in SCHV in Q1 2016 and has held it in 42 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sage Financial Group held 776,729 shares of Schwab US Large-Cap Value ETF worth $27M as of Q2 2026.
  • Sage Financial Group bought 4,559 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $150K.
  • Schwab US Large-Cap Value ETF made up 1.5% of Sage Financial Group's portfolio in Q2 2026, its #13 holding.
  • Sage Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 42 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.