SAG
SageView Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
13,244
+229
| +2% | +$6.02K | 0.01% | 453 |
|
|
2025
Q1 | $305K | Buy |
13,015
+230
| +2% | +$5.39K | 0.01% | 466 |
|
|
2024
Q4 | $331K | Buy |
+12,785
| New | +$331K | 0.01% | 431 |
|
|
2024
Q3 | – | Sell |
-5,920
| Closed | -$281K | – | 564 |
|
|
2024
Q2 | $281K | Sell |
5,920
-27,010
| -82% | -$1.28M | 0.01% | 453 |
|
|
2024
Q1 | $2.01M | Buy |
32,930
+26,336
| +399% | +$1.61M | 0.1% | 111 |
|
|
2023
Q4 | $307K | Buy |
6,594
+207
| +3% | +$9.63K | 0.01% | 504 |
|
|
2023
Q3 | $265K | Sell |
6,387
-798
| -11% | -$33.1K | 0.02% | 445 |
|
|
2023
Q2 | $315K | Buy |
+7,185
| New | +$315K | 0.02% | 436 |
|
|
2023
Q1 | – | Sell |
-7,241
| Closed | -$293K | – | 479 |
|
|
2022
Q4 | $293K | Buy |
+7,241
| New | +$293K | 0.02% | 326 |
|