Schwab Strategic Tr us aggregate b shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 191k | 23.47 |
| 2025-06-30 | $993k | 43k | 23.03 |
| 2025-03-31 | $973k | 42k | 23.16 |
| 2024-12-31 | $929k | 41k | 22.70 |
| 2024-09-30 | $1.2M | 24k | 47.52 |
| 2024-06-30 | $2.0M | 44k | 45.58 |
| 2023-12-31 | $7.6M | 165k | 46.34 |
| 2023-09-30 | $4.9M | 112k | 44.23 |
| 2023-06-30 | $6.6M | 143k | 46.16 |
| 2023-03-31 | $4.7M | 101k | 46.91 |
| 2022-12-31 | $4.5M | 98k | 45.65 |
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