Sage Mountain Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sage Mountain Advisors’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	$187K	Sell	5,370 -13,384	-71%	-$441K	0.01%	226
2026 Q1	$572K	Buy	18,754 +62	+0.3%	+$1.93K	0.04%	127
2025 Q4	$553K	Buy	18,692 +74	+0.4%	+$2.16K	0.03%	256
2025 Q3	$542K	Hold	18,618	–	–	0.03%	255
2025 Q2	$515K	Hold	18,618	–	–	0.03%	235
2025 Q1	$495K	Sell	18,618 -105	-0.6%	-$2.82K	0.04%	224
2024 Q4	$488K	Hold	18,723	–	–	0.04%	216
2024 Q3	$502K	Hold	18,723	–	–	0.04%	198
2024 Q2	$462K	Hold	18,723	–	–	0.04%	183
2024 Q1	$474K	Buy	18,723 +15,618	+503%	+$374K	0.05%	170
2023 Q4	$72.6K	Hold	3,105	–	–	0.01%	300
2023 Q3	$66.7K	Hold	3,105	–	–	0.01%	300
2023 Q2	$69.4K	Buy	3,105 +3,000	+2,857%	+$65.5K	0.01%	292
2023 Q1	$2.29K	Buy	+105	New	+$2.33K	﹤0.01%	327
2022 Q1	–	Sell	-28,107	Closed	-$686K	–	693
2021 Q4	$686K	Buy	+28,107	New	+$666K	0.08%	234

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

Sage Mountain Advisors's SCHV Position: Q2 2026 in Review

Sage Mountain Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 71% in Q2 2026, selling an estimated $441K and leaving 5,370 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #226.

Sage Mountain Advisors first reported a position in SCHV in Q4 2021 and has held it in 15 quarters since. The position peaked at $686K in Q4 2021. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Sage Mountain Advisors held 5,370 shares of Schwab US Large-Cap Value ETF worth $187K as of Q2 2026.
Sage Mountain Advisors sold 13,384 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $441K.
Schwab US Large-Cap Value ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #226 holding.
Sage Mountain Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
Sage Mountain Advisors's Schwab US Large-Cap Value ETF position peaked at $686K in Q4 2021.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.