SAG
SageView Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
127,374
-11,341
| -8% | -$279K | 0.12% | 103 |
|
|
2025
Q1 | $2.99M | Sell |
138,715
-874
| -0.6% | -$18.8K | 0.13% | 92 |
|
|
2024
Q4 | $3.17M | Buy |
139,589
+108,148
| +344% | +$2.45M | 0.14% | 84 |
|
|
2024
Q3 | $2.09M | Sell |
31,441
-598
| -2% | -$39.8K | 0.11% | 109 |
|
|
2024
Q2 | $2.01M | Buy |
+32,039
| New | +$2.01M | 0.09% | 123 |
|
|
2024
Q1 | – | Sell |
-24,117
| Closed | -$1.38M | – | 775 |
|
|
2023
Q4 | $1.38M | Buy |
24,117
+8,875
| +58% | +$508K | 0.06% | 205 |
|
|
2023
Q3 | $760K | Buy |
15,242
+8,555
| +128% | +$426K | 0.04% | 251 |
|
|
2023
Q2 | $346K | Buy |
+6,687
| New | +$346K | 0.02% | 420 |
|