SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 197,838 Value ($000) $5,324 Avg Close — Range —
Q3 2025
Shares 203,219 Value ($000) $5,353 Avg Close — Range —
Q2 2025
Shares 48,997 Value ($000) $1,237 Avg Close — Range —
Q1 2025
Shares 49,287 Value ($000) $1,088 Avg Close — Range —
Q4 2024
Shares 55,428 Value ($000) $1,285 Avg Close — Range —
Q3 2024
Shares 5,935 Value ($000) $403 Avg Close — Range —
Q2 2024
Shares 6,309 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 9,994 Value ($000) $354 Avg Close — Range —
Q4 2023
Shares 6,851 Value ($000) $398 Avg Close — Range —
Q3 2023
Shares 6,853 Value ($000) $347 Avg Close — Range —
Q2 2023
Shares 6,853 Value ($000) $359 Avg Close — Range —
Q1 2023
Shares 6,060 Value ($000) $293 Avg Close — Range —
Q4 2022
Shares 10,473 Value ($000) $473 Avg Close — Range —