SAG
SageView Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Buy |
43,109
+1,114
| +3% | +$25.7K | 0.04% | 245 |
|
|
2025
Q1 | $973K | Buy |
41,995
+1,088
| +3% | +$25.2K | 0.04% | 230 |
|
|
2024
Q4 | $929K | Buy |
40,907
+16,649
| +69% | +$378K | 0.04% | 229 |
|
|
2024
Q3 | $1.15M | Buy |
+24,258
| New | +$1.15M | 0.06% | 176 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 121 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 782 |
|
|
2023
Q4 | – | Sell |
-111,517
| Closed | -$4.93M | – | 45 |
|
|
2023
Q3 | $4.93M | Sell |
111,517
-31,584
| -22% | -$1.4M | 0.28% | 47 |
|
|
2023
Q2 | $6.61M | Buy |
143,101
+41,958
| +41% | +$1.94M | 0.37% | 40 |
|
|
2023
Q1 | $4.74M | Buy |
101,143
+3,018
| +3% | +$142K | 0.3% | 50 |
|
|
2022
Q4 | $4.48M | Buy |
+98,125
| New | +$4.48M | 0.36% | 57 |
|