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Schwab Strategic Tr us dividend eq shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 dividend eq by SageView Advisory Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.9M	33k	57.03
2023-12-31	$426k	5.5k	77.19
2023-09-30	$1.7M	24k	70.76
2023-06-30	$1.7M	24k	72.62
2023-03-31	$795k	11k	73.16
2022-12-31	$655k	8.7k	75.54

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Ishares Tr Core Msci Intl (IDEV)

Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)

Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)

Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

Ishares Tr Hdg Msci Eafe (HEFA)

Vanguard Index Fds Mid Cap Etf (VO)

Flexshares Tr Mstar Emkt Fac (TLTE)

Mission Produce (AVO)

Ishares Tr Mortge Rel Etf (REM)

Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding Schwab Strategic Tr us dividend eq

Charles Schwab Investment Advisory

H D Vest Advisory Services

Bank of America Corporation

Ameriprise Financial

Sumitomo Life Insurance

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

Raymond James Financial Services Advisors

Wealthfront Advisers

Sontag Advisory

Commonwealth Equity Services

Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq

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