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

SageView Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.32M	Sell	197,838 -5,381	-3%	-$144K	0.18%	73
2025 Q3	$5.35M	Buy	203,219 +154,222	+315%	+$3.92M	0.18%	70
2025 Q2	$1.24M	Sell	48,997 -290	-0.6%	-$6.56K	0.05%	215
2025 Q1	$1.09M	Sell	49,287 -6,141	-11%	-$143K	0.05%	213
2024 Q4	$1.28M	Buy	55,428 +37,623	+211%	+$877K	0.06%	186
2024 Q3	$403K	Sell	17,805 -1,122	-6%	-$24.4K	0.02%	330
2024 Q2	$405K	Sell	18,927 -11,055	-37%	-$228K	0.02%	374
2024 Q1	$354K	Buy	29,982 +9,429	+46%	+$186K	0.02%	383
2023 Q4	$398K	Sell	20,553 -6	-0%	-$105	0.02%	443
2023 Q3	$347K	Hold	20,559	–	–	0.02%	392
2023 Q2	$359K	Buy	20,559 +2,379	+13%	+$39.3K	0.02%	412
2023 Q1	$293K	Sell	18,180 -13,239	-42%	-$208K	0.02%	391
2022 Q4	$473K	Buy	+31,419	New	+$476K	0.04%	245

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

SageView Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q4 2025, selling an estimated $144K and leaving 197,838 shares worth $5.32M. The position accounts for 0.18% of the portfolio, ranked #73.

SageView Advisory Group first reported a position in SCHX in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.35M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

SageView Advisory Group held 197,838 shares of Schwab US Large- Cap ETF worth $5.32M as of Q4 2025.
SageView Advisory Group sold 5,381 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $144K.
Schwab US Large- Cap ETF made up 0.18% of SageView Advisory Group's portfolio in Q4 2025, its #73 holding.
SageView Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Schwab US Large- Cap ETF position peaked at $5.35M in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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