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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
2026
Q2 		$3.6M Buy
124,386
+3,059
+3% +$85.6K 0.12% 112
2026
Q1 		$3.05M Sell
121,327
-6,021
-5% -$158K 0.11% 104
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 – 752
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

SageView Advisory Group's SCHB Position: Q2 2026 in Review

SageView Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, buying an estimated $85.6K and bringing the position to 124,386 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #112.

SageView Advisory Group first reported a position in SCHB in Q2 2023 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SageView Advisory Group held 124,386 shares of Schwab US Broad Market ETF worth $3.6M as of Q2 2026.
  • SageView Advisory Group bought 3,059 Schwab US Broad Market ETF shares in Q2 2026, an estimated $85.6K.
  • Schwab US Broad Market ETF made up 0.12% of SageView Advisory Group's portfolio in Q2 2026, its #112 holding.
  • SageView Advisory Group first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.