SWA
SCHV

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

Sightline Wealth 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 		$11.5M Buy
329,224
+33,427
+11% +$1.1M 4.19% 8
2026
Q1 		$9.02M Buy
295,797
+154,333
+109% +$4.81M 3.82% 9
2025
Q4 		$4.19M Buy
141,464
+128,368
+980% +$3.75M 1.79% 17
2025
Q3 		$381K Buy
+13,096
New +$372K 0.17% 67

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

Sightline Wealth Advisors's SCHV Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q2 2026, buying an estimated $1.1M and bringing the position to 329,224 shares worth $11.5M. The position accounts for 4.19% of the portfolio, ranked #8.

Sightline Wealth Advisors first reported a position in SCHV in Q3 2025 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sightline Wealth Advisors held 329,224 shares of Schwab US Large-Cap Value ETF worth $11.5M as of Q2 2026.
  • Sightline Wealth Advisors bought 33,427 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.1M.
  • Schwab US Large-Cap Value ETF made up 4.19% of Sightline Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Sightline Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.