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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
2026
Q2 		$1.24M Buy
42,187
+1
+0% +$29 0.04% 219
2026
Q1 		$1.08M Sell
42,186
-155,652
-79% -$4.18M 0.04% 225
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

SageView Advisory Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0% in Q2 2026, buying an estimated $29 and bringing the position to 42,187 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #219.

SageView Advisory Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.35M in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SageView Advisory Group held 42,187 shares of Schwab US Large- Cap ETF worth $1.24M as of Q2 2026.
  • SageView Advisory Group bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #219 holding.
  • SageView Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Schwab US Large- Cap ETF position peaked at $5.35M in Q3 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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