SWP
SCHV

Sagespring Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sagespring Wealth Partners’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
Q1 		$8.68M Buy
284,473
+160,897
+130% +$5.01M 0.16% 82
2025
Q4 		$3.66M Sell
123,576
-2,730
-2% -$79.8K 0.07% 140
2025
Q3 		$3.68M Buy
126,306
+5,046
+4% +$143K 0.07% 135
2025
Q2 		$3.36M Buy
+121,260
New +$3.19M 0.07% 135

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sagespring Wealth Partners's SCHV Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 130% in Q1 2026, buying an estimated $5.01M and bringing the position to 284,473 shares worth $8.68M. The position accounts for 0.16% of the portfolio, ranked #82.

Sagespring Wealth Partners first reported a position in SCHV in Q2 2025 and has held it in 4 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Sagespring Wealth Partners held 284,473 shares of Schwab US Large-Cap Value ETF worth $8.68M as of Q1 2026.
  • Sagespring Wealth Partners bought 160,897 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $5.01M.
  • Schwab US Large-Cap Value ETF made up 0.16% of Sagespring Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Sagespring Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.