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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.1M | 119k | 25.71 |
| 2025-06-30 | $3.1M | 127k | 24.58 |
| 2025-03-31 | $3.0M | 139k | 21.53 |
| 2024-12-31 | $3.2M | 140k | 22.70 |
| 2024-09-30 | $2.1M | 31k | 66.52 |
| 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 |