SAG
SageView Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Sell |
24,229
-1,177
| -5% | -$34.2K | 0.03% | 304 |
|
|
2025
Q1 | $666K | Sell |
25,406
-1,349
| -5% | -$35.3K | 0.03% | 285 |
|
|
2024
Q4 | $741K | Buy |
26,755
+17,830
| +200% | +$494K | 0.03% | 264 |
|
|
2024
Q3 | $742K | Buy |
8,925
+14
| +0.2% | +$1.16K | 0.04% | 235 |
|
|
2024
Q2 | $694K | Buy |
+8,911
| New | +$694K | 0.03% | 281 |
|
|
2024
Q1 | – | Sell |
-9,343
| Closed | -$705K | – | 779 |
|
|
2023
Q4 | $705K | Sell |
9,343
-12,464
| -57% | -$941K | 0.03% | 322 |
|
|
2023
Q3 | $1.48M | Sell |
21,807
-2,294
| -10% | -$155K | 0.08% | 147 |
|
|
2023
Q2 | $1.71M | Buy |
24,101
+16,138
| +203% | +$1.15M | 0.1% | 133 |
|
|
2023
Q1 | $540K | Buy |
7,963
+3,007
| +61% | +$204K | 0.03% | 294 |
|
|
2022
Q4 | $325K | Buy |
+4,956
| New | +$325K | 0.03% | 309 |
|