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 Q2	$993K	Buy
2025 Q1	$973K	Buy
2024 Q4	$929K	Sell
2024 Q3	$1.15M	Buy
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Sell
2023 Q3	$4.93M	Sell
2023 Q2	$6.61M	Buy
2023 Q1	$4.74M	Buy
2022 Q4	$4.48M	Buy