Number of Shares
3.59 Mil
Current Holdings Value*
$98.87 Mil
% of Portfolio
4.22%
Total Estimate Gain
$13.19 Mil
% of Total Estimate Gain
7.25%

SageView Advisory Group, LLC's Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, SageView Advisory Group, LLC held 3.59 Mil shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $98.87 Mil. This investment constitutes 4.22% of their stock portfolio, and SageView Advisory Group, LLC now holds 1.05% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 7 purchases of SCHE, at an average price of $25.19, for a total of 7.22 Mil shares. In addition, there have been 2 sales at an average price of $24.82 for 3.64 Mil shares. Based on historical transaction data and SCHE's current price of $29.25, SageView Advisory Group, LLC's estimated gain on his SCHE holdings is $13.19 Mil, reflecting a 7.25% gain to date.

SageView Advisory Group, LLC SCHE ($29.25) Holding Chart

SageView Advisory Group, LLC SCHE ($29.25) 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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