Sanctuary Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sanctuary Advisors’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	$1.29M	Sell	37,005 -6,963	-16%	-$229K	0.01%	1301
2026 Q1	$1.34M	Sell	43,968 -138,727	-76%	-$4.32M	0.01%	1172
2025 Q4	$5.41M	Buy	182,695 +141,062	+339%	+$4.12M	0.03%	523
2025 Q3	$1.21M	Sell	41,633 -24,226	-37%	-$688K	0.01%	1175
2025 Q2	$1.82M	Buy	65,859 +30,072	+84%	+$790K	0.01%	889
2025 Q1	$951K	Sell	35,787 -6,687	-16%	-$179K	0.01%	1153
2024 Q4	$1.16M	Sell	42,474 -86,265	-67%	-$2.33M	0.01%	1169
2024 Q3	$1.19M	Buy	128,739 +80,775	+168%	+$2.07M	0.01%	1166
2024 Q2	$1.17M	Buy	+47,964	New	+$1.19M	0.01%	1110

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Sanctuary Advisors's SCHV Position: Q2 2026 in Review

Sanctuary Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 16% in Q2 2026, selling an estimated $229K and leaving 37,005 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1301.

Sanctuary Advisors first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.41M in Q4 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Sanctuary Advisors held 37,005 shares of Schwab US Large-Cap Value ETF worth $1.29M as of Q2 2026.
Sanctuary Advisors sold 6,963 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $229K.
Schwab US Large-Cap Value ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1301 holding.
Sanctuary Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Schwab US Large-Cap Value ETF position peaked at $5.41M in Q4 2025.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.