SAG
SageView Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
50,581
+786
| +2% | +$23.8K | 0.06% | 183 |
|
|
2025
Q1 | $1.25M | Buy |
49,795
+279
| +0.6% | +$6.99K | 0.05% | 198 |
|
|
2024
Q4 | $1.38M | Buy |
49,516
+37,304
| +305% | +$1.04M | 0.06% | 180 |
|
|
2024
Q3 | $1.27M | Sell |
12,212
-53
| -0.4% | -$5.52K | 0.06% | 162 |
|
|
2024
Q2 | $1.24M | Buy |
12,265
+1,304
| +12% | +$131K | 0.06% | 189 |
|
|
2024
Q1 | $304K | Sell |
10,961
-2,400
| -18% | -$66.6K | 0.02% | 410 |
|
|
2023
Q4 | $1.16M | Sell |
13,361
-14,576
| -52% | -$1.27M | 0.05% | 231 |
|
|
2023
Q3 | $2.03M | Sell |
27,937
-1,688
| -6% | -$123K | 0.12% | 109 |
|
|
2023
Q2 | $2.22M | Buy |
29,625
+16,882
| +132% | +$1.27M | 0.12% | 110 |
|
|
2023
Q1 | $830K | Sell |
12,743
-587
| -4% | -$38.3K | 0.05% | 235 |
|
|
2022
Q4 | $741K | Buy |
+13,330
| New | +$741K | 0.06% | 193 |
|