SAG
SCHV

SageView Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

SageView Advisory 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 		$480K Buy
13,785
+10
+0.1% +$329 0.02% 370
2026
Q1 		$420K Sell
13,775
-928
-6% -$28.9K 0.02% 391
2025
Q4 		$435K Sell
14,703
-500
-3% -$14.6K 0.01% 389
2025
Q3 		$443K Sell
15,203
-542
-3% -$15.4K 0.02% 412
2025
Q2 		$445K Sell
15,745
-417
-3% -$11K 0.02% 398
2025
Q1 		$430K Sell
16,162
-714
-4% -$19.2K 0.02% 375
2024
Q4 		$440K Buy
16,876
+3,412
+25% +$92.1K 0.02% 366
2024
Q3 		$361K Sell
13,464
-4,107
-23% -$105K 0.02% 352
2024
Q2 		$434K Buy
+17,571
New +$434K 0.02% 362
2024
Q1 		– Sell
-22,227
Closed -$526K – 758
2023
Q4 		$526K Sell
22,227
-40,674
-65% -$889K 0.02% 381
2023
Q3 		$1.35M Sell
62,901
-327
-0.5% -$7.34K 0.08% 170
2023
Q2 		$1.41M Buy
63,228
+51,192
+425% +$1.12M 0.08% 174
2023
Q1 		$263K Buy
12,036
+228
+2% +$5.07K 0.02% 407
2022
Q4 		$260K Buy
+11,808
New +$256K 0.02% 354

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

SageView Advisory Group's SCHV Position: Q2 2026 in Review

SageView Advisory Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.07% in Q2 2026, buying an estimated $329 and bringing the position to 13,785 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #370.

SageView Advisory Group first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q2 2023. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • SageView Advisory Group held 13,785 shares of Schwab US Large-Cap Value ETF worth $480K as of Q2 2026.
  • SageView Advisory Group bought 10 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $329.
  • Schwab US Large-Cap Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #370 holding.
  • SageView Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Schwab US Large-Cap Value ETF position peaked at $1.41M in Q2 2023.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.