SageView Advisory Group’s Charles Schwab SCHW Stock Holding History

SageView Advisory Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.41M	Sell	24,102 -3,496	-13%	-$332K	0.08%	135
2025 Q3	$2.63M	Buy	27,598 +1,287	+5%	+$122K	0.09%	135
2025 Q2	$2.58M	Buy	26,311 +3,957	+18%	+$331K	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%	+$301K	0.07%	142
2024 Q3	$1.2M	Sell	18,492 -6,255	-25%	-$411K	0.06%	174
2024 Q2	$1.82M	Buy	+24,747	New	+$1.83M	0.08%	135
2024 Q1	–	Sell	-29,148	Closed	-$1.88M	–	757
2023 Q4	$1.88M	Buy	29,148 +24,800	+570%	+$1.43M	0.08%	149
2023 Q3	$239K	Buy	4,348 +44	+1%	+$2.66K	0.01%	476
2023 Q2	$244K	Buy	+4,304	New	+$225K	0.01%	489
2023 Q1	–	Sell	-3,549	Closed	-$295K	–	480
2022 Q4	$295K	Buy	+3,549	New	+$275K	0.02%	322

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SageView Advisory Group's SCHW Position: Q4 2025 in Review

SageView Advisory Group reduced its Charles Schwab (SCHW) stake by 13% in Q4 2025, selling an estimated $332K and leaving 24,102 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #135.

SageView Advisory Group first reported a position in SCHW in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.63M in Q3 2025. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

SageView Advisory Group held 24,102 shares of Charles Schwab worth $2.41M as of Q4 2025.
SageView Advisory Group sold 3,496 Charles Schwab shares in Q4 2025, an estimated $332K.
Charles Schwab made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #135 holding.
SageView Advisory Group first reported a position in Charles Schwab in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Charles Schwab position peaked at $2.63M in Q3 2025.
2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.