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 Q4	$379K	Sell	13,314 -537	-4%	-$15.2K	0.01%	416
2025 Q3	$386K	Buy	13,851 +607	+5%	+$16.2K	0.01%	438
2025 Q2	$348K	Buy	13,244 +229	+2%	+$5.41K	0.01%	453
2025 Q1	$305K	Buy	13,015 +230	+2%	+$5.86K	0.01%	466
2024 Q4	$331K	Buy	+12,785	New	+$340K	0.01%	431
2024 Q3	–	Sell	-11,840	Closed	-$281K	–	560
2024 Q2	$281K	Sell	11,840 -54,020	-82%	-$1.28M	0.01%	453
2024 Q1	$2.01M	Buy	65,860 +52,672	+399%	+$1.23M	0.1%	111
2023 Q4	$307K	Buy	13,188 +414	+3%	+$8.73K	0.01%	504
2023 Q3	$265K	Sell	12,774 -1,596	-11%	-$35K	0.02%	445
2023 Q2	$315K	Buy	+14,370	New	+$300K	0.02%	436
2023 Q1	–	Sell	-14,482	Closed	-$293K	–	479
2022 Q4	$293K	Buy	+14,482	New	+$297K	0.02%	326

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

SageView Advisory Group's SCHA Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.9% in Q4 2025, selling an estimated $15.2K and leaving 13,314 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #416.

SageView Advisory Group first reported a position in SCHA in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.01M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

SageView Advisory Group held 13,314 shares of Schwab U.S Small- Cap ETF worth $379K as of Q4 2025.
SageView Advisory Group sold 537 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $15.2K.
Schwab U.S Small- Cap ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #416 holding.
SageView Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Schwab U.S Small- Cap ETF position peaked at $2.01M in Q1 2024.
1,239 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.