Schwab Strategic Tr 0 shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 67k | 26.49 |
| 2025-09-30 | $1.9M | 69k | 26.95 |
| 2025-06-30 | $513k | 19k | 26.58 |
| 2025-03-31 | $518k | 19k | 26.89 |
| 2024-12-31 | $572k | 22k | 25.83 |
| 2024-09-30 | $610k | 11k | 53.63 |
| 2024-06-30 | $536k | 10k | 52.01 |
| 2024-03-31 | $240k | 3.0k | 80.64 |
| 2023-12-31 | $584k | 11k | 52.05 |
| 2023-09-30 | $635k | 13k | 50.49 |
| 2023-06-30 | $656k | 13k | 52.43 |
| 2023-03-31 | $1.1M | 20k | 53.61 |
| 2022-12-31 | $897k | 17k | 51.79 |