SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 27,204 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 33,331 Value ($000) $910 Avg Close — Range —
Q2 2025
Shares 33,260 Value ($000) $905 Avg Close — Range —
Q1 2025
Shares 11,480 Value ($000) $321 Avg Close — Range —
Q4 2024
Shares 9,714 Value ($000) $265 Avg Close — Range —
Q3 2024
Shares 3,223 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 3,308 Value ($000) $257 Avg Close — Range —
Q1 2024
Shares 33,319 Value ($000) $1,900 Avg Close — Range —
Q4 2023
Shares 5,515 Value ($000) $426 Avg Close — Range —
Q3 2023
Shares 23,970 Value ($000) $1,696 Avg Close — Range —
Q2 2023
Shares 23,800 Value ($000) $1,728 Avg Close — Range —
Q1 2023
Shares 10,867 Value ($000) $795 Avg Close — Range —
Q4 2022
Shares 8,675 Value ($000) $655 Avg Close — Range —