SageView Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.34M	Buy	127,348 +7,940	+7%	+$207K	0.11%	108
2025 Q3	$3.07M	Sell	119,408 -7,966	-6%	-$197K	0.11%	119
2025 Q2	$3.13M	Sell	127,374 -11,341	-8%	-$250K	0.12%	103
2025 Q1	$2.99M	Sell	138,715 -874	-0.6%	-$19.9K	0.13%	92
2024 Q4	$3.17M	Buy	139,589 +45,266	+48%	+$1.03M	0.14%	84
2024 Q3	$2.09M	Sell	94,323 -1,794	-2%	-$38.3K	0.11%	109
2024 Q2	$2.01M	Buy	+96,117	New	+$1.95M	0.09%	123
2024 Q1	–	Sell	-72,351	Closed	-$1.38M	–	775
2023 Q4	$1.38M	Buy	72,351 +26,625	+58%	+$460K	0.06%	205
2023 Q3	$760K	Buy	45,726 +25,665	+128%	+$444K	0.04%	251
2023 Q2	$346K	Buy	+20,061	New	+$327K	0.02%	420

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return