Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,961,937
-$324,408 QoQ
Shares Held
21,263
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#944
of 2,304 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $4,948,479 across 3 Capital Markets names. SCHW ranks #1 (39.6% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,961,937 | 21,263 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,286,345 | 24,328 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,408,030 | 24,102 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,634,781 | 27,598 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,400,615 | 26,311 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,749,871 | 22,354 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,666,409 | 22,516 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,198,466 | 18,492 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,823,606 | 24,747 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $2,005,382 | 29,148 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $238,704 | 4,348 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $243,949 | 4,304 | Shares | Other | 2023-08-11 | |
| 2022-12-31 | $295,489 | 3,549 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||