Sage View Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,920 shares of SCHA stock, worth $302,867. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,920
Previous 32,930
82.02%
Holding current value
$302,867
Previous $2.01 Billion
86.03%
% of portfolio
0.01%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio