SAG
SageView Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
48,997
-290
| -0.6% | -$7.32K | 0.05% | 215 |
|
|
2025
Q1 | $1.09M | Sell |
49,287
-6,141
| -11% | -$136K | 0.05% | 213 |
|
|
2024
Q4 | $1.28M | Buy |
55,428
+49,493
| +834% | +$1.15M | 0.06% | 186 |
|
|
2024
Q3 | $403K | Sell |
5,935
-374
| -6% | -$25.4K | 0.02% | 330 |
|
|
2024
Q2 | $405K | Sell |
6,309
-3,685
| -37% | -$237K | 0.02% | 374 |
|
|
2024
Q1 | $354K | Buy |
9,994
+3,143
| +46% | +$111K | 0.02% | 383 |
|
|
2023
Q4 | $398K | Sell |
6,851
-2
| -0% | -$116 | 0.02% | 443 |
|
|
2023
Q3 | $347K | Hold |
6,853
| – | – | 0.02% | 392 |
|
|
2023
Q2 | $359K | Buy |
6,853
+793
| +13% | +$41.5K | 0.02% | 412 |
|
|
2023
Q1 | $293K | Sell |
6,060
-4,413
| -42% | -$213K | 0.02% | 391 |
|
|
2022
Q4 | $473K | Buy |
+10,473
| New | +$473K | 0.04% | 245 |
|