SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 170,763 Value ($000) $3,991 Avg Close — Range —
Q3 2025
Shares 190,755 Value ($000) $4,477 Avg Close — Range —
Q2 2025
Shares 43,109 Value ($000) $993 Avg Close — Range —
Q1 2025
Shares 41,995 Value ($000) $973 Avg Close — Range —
Q4 2024
Shares 40,907 Value ($000) $929 Avg Close — Range —
Q3 2024
Shares 24,258 Value ($000) $1,153 Avg Close — Range —
Q2 2024
Shares 44,423 Value ($000) $2,025 Avg Close — Range —
Q4 2023
Shares 164,866 Value ($000) $7,640 Avg Close — Range —
Q3 2023
Shares 111,517 Value ($000) $4,932 Avg Close — Range —
Q2 2023
Shares 143,101 Value ($000) $6,606 Avg Close — Range —
Q1 2023
Shares 101,143 Value ($000) $4,745 Avg Close — Range —
Q4 2022
Shares 98,125 Value ($000) $4,479 Avg Close — Range —