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
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 $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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SageView Advisory Group's SCHV Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.3% in Q4 2025, selling an estimated $14.6K and leaving 14,703 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #389.

SageView Advisory Group first reported a position in SCHV in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2023. 930 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • SageView Advisory Group held 14,703 shares of Schwab US Large-Cap Value ETF worth $435K as of Q4 2025.
  • SageView Advisory Group sold 500 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $14.6K.
  • Schwab US Large-Cap Value ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #389 holding.
  • SageView Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's Schwab US Large-Cap Value ETF position peaked at $1.41M in Q2 2023.
  • 930 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.