Skip to content
Disclosery

SageView Advisory Group, LLC: SCHZ position timeline

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

SageView Advisory Group, LLC held 40,492 SCHZ 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 40,492 shares
    Change vs previous 13F -1,847 shares

    0.03% of the 13F portfolio, value $936,571.

    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 42,339 shares
    Change vs previous 13F -128,424 shares

    0.04% of the 13F portfolio, value $983,121.

    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 170,763 shares
    Change vs previous 13F -19,992 shares

    0.13% of the 13F portfolio, value $3,990,726.

    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 190,755 shares
    Change vs previous 13F +147,646 shares

    0.15% of the 13F portfolio, value $4,477,010.

    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 43,109 shares
    Change vs previous 13F +1,114 shares

    0.04% of the 13F portfolio, value $992,805.

    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 41,995 shares
    Change vs previous 13F +1,088 shares

    0.04% of the 13F portfolio, value $972,604.

    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 40,907 shares
    Change vs previous 13F +16,649 shares

    0.04% of the 13F portfolio, value $928,587.

    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 24,258 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,152,736.

    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).