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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 Strategic Tr us aggregate b by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
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