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Schwab U S Broad Market ETF shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 32k 62.87
2023-12-31 $1.4M 24k 57.25
2023-09-30 $760k 15k 49.85
2023-06-30 $346k 6.7k 51.70

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfli High Yld (Principal) (SPHY)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Strategic Financial Concepts
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HT Partners
HB Wealth Management
Evergreen Advisors
Callan Capital
Hanson & Doremus Investment Management
Retirement Planning Group

View all funds holding Schwab U S Broad Market ETF