SAG
SageView Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Buy |
7,258,961
+458,604
| +7% | +$10.2M | 6.09% | 4 |
|
|
2025
Q1 | $135M | Buy |
6,800,357
+151,439
| +2% | +$3M | 5.74% | 4 |
|
|
2024
Q4 | $123M | Buy |
6,648,918
+4,067,961
| +158% | +$75.3M | 5.29% | 4 |
|
|
2024
Q3 | $106M | Sell |
2,580,957
-355,553
| -12% | -$14.6M | 5.39% | 4 |
|
|
2024
Q2 | $113M | Buy |
+2,936,510
| New | +$113M | 5.24% | 4 |
|
|
2024
Q1 | – | Sell |
-3,192,306
| Closed | -$118M | – | 778 |
|
|
2023
Q4 | $118M | Buy |
3,192,306
+779,823
| +32% | +$28.7M | 5.06% | 4 |
|
|
2023
Q3 | $81.9M | Buy |
2,412,483
+112,122
| +5% | +$3.81M | 4.69% | 4 |
|
|
2023
Q2 | $82M | Buy |
2,300,361
+316,777
| +16% | +$11.3M | 4.57% | 4 |
|
|
2023
Q1 | $69M | Buy |
1,983,584
+626,630
| +46% | +$21.8M | 4.4% | 4 |
|
|
2022
Q4 | $43.7M | Buy |
+1,356,954
| New | +$43.7M | 3.55% | 4 |
|