SageView Advisory Group, LLC SCHC Holdings History
SageView Advisory Group, LLC's Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-03-31, SageView Advisory Group, LLC held 1.79 Mil shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $64.40 Mil. This investment constitutes 2.75% of their stock portfolio, and SageView Advisory Group, LLC now holds 1.66% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 7 purchases of SCHC, at an average price of $34.11, for a total of 3.65 Mil shares. In addition, there have been 2 sales at an average price of $34.70 for 1.86 Mil shares. Based on historical transaction data and SCHC's current price of $42.78, SageView Advisory Group, LLC's estimated gain on his SCHC holdings is $16.65 Mil, reflecting a 13.36% gain to date.
SageView Advisory Group, LLC SCHC ($42.78) Holding Chart
SageView Advisory Group, LLC SCHC ($42.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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