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
Q2 		$10M Buy
288,228
+3,755
+1% +$124K 0.15% 79
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 $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

Sagespring Wealth Partners's SCHV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, buying an estimated $124K and bringing the position to 288,228 shares worth $10M. The position accounts for 0.15% of the portfolio, ranked #79.

Sagespring Wealth Partners first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sagespring Wealth Partners held 288,228 shares of Schwab US Large-Cap Value ETF worth $10M as of Q2 2026.
  • Sagespring Wealth Partners bought 3,755 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $124K.
  • Schwab US Large-Cap Value ETF made up 0.15% of Sagespring Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Sagespring Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.