SageView Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Buy
2025 Q1	$305K	Buy
2024 Q4	$331K	Buy
2024 Q3	–	Sell
2024 Q2	$281K	Sell
2024 Q1	$2.01M	Buy
2023 Q4	$307K	Buy
2023 Q3	$265K	Sell
2023 Q2	$315K	Buy
2023 Q1	–	Sell
2022 Q4	$293K	Buy