SAG
SageView Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
15,745
-417
| -3% | -$11.8K | 0.02% | 398 |
|
|
2025
Q1 | $430K | Sell |
16,162
-714
| -4% | -$19K | 0.02% | 375 |
|
|
2024
Q4 | $440K | Buy |
16,876
+12,388
| +276% | +$323K | 0.02% | 366 |
|
|
2024
Q3 | $361K | Sell |
4,488
-1,369
| -23% | -$110K | 0.02% | 352 |
|
|
2024
Q2 | $434K | Buy |
+5,857
| New | +$434K | 0.02% | 362 |
|
|
2024
Q1 | – | Sell |
-7,409
| Closed | -$526K | – | 781 |
|
|
2023
Q4 | $526K | Sell |
7,409
-13,558
| -65% | -$963K | 0.02% | 381 |
|
|
2023
Q3 | $1.35M | Sell |
20,967
-109
| -0.5% | -$7.03K | 0.08% | 170 |
|
|
2023
Q2 | $1.41M | Buy |
21,076
+17,064
| +425% | +$1.14M | 0.08% | 174 |
|
|
2023
Q1 | $263K | Buy |
4,012
+76
| +2% | +$4.98K | 0.02% | 407 |
|
|
2022
Q4 | $260K | Buy |
+3,936
| New | +$260K | 0.02% | 354 |
|