Skip to content
Disclosery

SageView Advisory Group, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on SCHB, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 124,386 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,386 shares
    Change vs previous 13F +3,059 shares

    0.12% of the 13F portfolio, value $3,602,233.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,327 shares
    Change vs previous 13F -6,021 shares

    0.11% of the 13F portfolio, value $3,045,324.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 127,348 shares
    Change vs previous 13F +7,940 shares

    0.11% of the 13F portfolio, value $3,340,353.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 119,408 shares
    Change vs previous 13F -7,966 shares

    0.11% of the 13F portfolio, value $3,069,968.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 127,374 shares
    Change vs previous 13F -11,341 shares

    0.12% of the 13F portfolio, value $3,130,836.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 138,715 shares
    Change vs previous 13F -874 shares

    0.13% of the 13F portfolio, value $2,986,548.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 139,589 shares
    Change vs previous 13F +108,148 shares

    0.14% of the 13F portfolio, value $3,168,681.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,441 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,091,438.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).