Schwab Strategic Tr us lrg cap etf shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 203k | 26.34 |
| 2025-06-30 | $1.2M | 49k | 25.24 |
| 2025-03-31 | $1.1M | 49k | 22.08 |
| 2024-12-31 | $1.3M | 55k | 23.18 |
| 2024-09-30 | $403k | 5.9k | 67.85 |
| 2024-06-30 | $405k | 6.3k | 64.25 |
| 2024-03-31 | $355k | 10k | 35.47 |
| 2023-12-31 | $399k | 6.9k | 58.16 |
| 2023-09-30 | $347k | 6.9k | 50.60 |
| 2023-06-30 | $359k | 6.9k | 52.37 |
| 2023-03-31 | $293k | 6.1k | 48.37 |
| 2022-12-31 | $473k | 11k | 45.15 |
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