Sage View Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Sage View Advisory Group, LLC

  • $1.97 Trillion
  • Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 31,441 shares of SCHB stock, worth $740,435. This represents 0.11% of its overall portfolio holdings.

Number of Shares
31,441
Previous 32,039 1.87%
Holding current value
$740,435
Previous $2.01 Billion 3.83%
% of portfolio
0.11%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$59.93 - $66.52 $35,838 - $39,778
-598 Reduced 1.87%
31,441 $2.09 Billion
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $1.84 Million - $2.03 Million
32,039 New
32,039 $2.01 Billion
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $422,538 - $496,201
8,875 Added 58.23%
24,117 $1.38 Billion
Q3 2023

Nov 02, 2023
BUY
$49.59 - $53.57 $424,242 - $458,291
8,555 Added 127.93%
15,242 $760 Million
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $314,823 - $345,717
6,687 New
6,687 $346 Million

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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