SageView Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.99M	Sell	170,763 -19,992	-10%	-$469K	0.13%	94
2025 Q3	$4.48M	Buy	190,755 +147,646	+342%	+$3.43M	0.15%	86
2025 Q2	$993K	Buy	43,109 +1,114	+3%	+$25.6K	0.04%	245
2025 Q1	$973K	Buy	41,995 +1,088	+3%	+$24.9K	0.04%	230
2024 Q4	$929K	Sell	40,907 -7,609	-16%	-$176K	0.04%	229
2024 Q3	$1.15M	Buy	+48,516	New	+$1.14M	0.06%	176
2024 Q2	–	Hold	0	–	–	–	121
2023 Q4	–	Sell	-223,034	Closed	-$4.99M	–	45
2023 Q3	$4.93M	Sell	223,034 -63,168	-22%	-$1.43M	0.28%	47
2023 Q2	$6.61M	Buy	286,202 +83,916	+41%	+$1.95M	0.37%	40
2023 Q1	$4.74M	Buy	202,286 +6,036	+3%	+$140K	0.3%	50
2022 Q4	$4.48M	Buy	+196,250	New	+$4.47M	0.36%	57

Other funds holding SCHZ

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SageView Advisory Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q4 2025, selling an estimated $469K and leaving 170,763 shares worth $3.99M. The position accounts for 0.13% of the portfolio, ranked #94.

SageView Advisory Group first reported a position in SCHZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.61M in Q2 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

SageView Advisory Group held 170,763 shares of Schwab US Aggregate Bond ETF worth $3.99M as of Q4 2025.
SageView Advisory Group sold 19,992 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $469K.
Schwab US Aggregate Bond ETF made up 0.13% of SageView Advisory Group's portfolio in Q4 2025, its #94 holding.
SageView Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Schwab US Aggregate Bond ETF position peaked at $6.61M in Q2 2023.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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