SAG
SageView Advisory Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
26,311
+3,957
| +18% | +$387K | 0.1% | 116 |
|
|
2025
Q1 | $1.75M | Sell |
22,354
-162
| -0.7% | -$12.7K | 0.07% | 140 |
|
|
2024
Q4 | $1.67M | Buy |
22,516
+4,024
| +22% | +$298K | 0.07% | 142 |
|
|
2024
Q3 | $1.2M | Sell |
18,492
-6,255
| -25% | -$405K | 0.06% | 174 |
|
|
2024
Q2 | $1.82M | Buy |
+24,747
| New | +$1.82M | 0.08% | 135 |
|
|
2024
Q1 | – | Sell |
-29,148
| Closed | -$1.88M | – | 780 |
|
|
2023
Q4 | $1.88M | Buy |
29,148
+24,800
| +570% | +$1.6M | 0.08% | 149 |
|
|
2023
Q3 | $239K | Buy |
4,348
+44
| +1% | +$2.42K | 0.01% | 476 |
|
|
2023
Q2 | $244K | Buy |
+4,304
| New | +$244K | 0.01% | 489 |
|
|
2023
Q1 | – | Sell |
-3,549
| Closed | -$295K | – | 480 |
|
|
2022
Q4 | $295K | Buy |
+3,549
| New | +$295K | 0.02% | 322 |
|