Sightline Wealth Advisors, LLC SCHV holdings history
SCHWAB US LARGE-CAP VALUE · CUSIP 808524409 · CIK 1841979
As of 2026-06-30, Sightline Wealth Advisors, LLC reported 329.22K SCHV (shares), valued at $11.46M, or 4.19% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 11.30%; reported value increased 27.03%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.19% | 329,224 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.82% | 295,797 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 1.79% | 141,464 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.17% | 13,096 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 0.17% | 13,096 | $381.22K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 1.79% | 141,464 | $4.19M | Shares increased 980.21%; reported value increased 998.78%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.82% | 295,797 | $9.02M | Shares increased 109.10%; reported value increased 115.38%, and weight changed +2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 4.19% | 329,224 | $11.46M | Shares increased 11.30%; reported value increased 27.03%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.