Sage View Advisory Group, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,212 shares of SCHG stock, worth $347,675. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,212

Previous 12,265 0.43%

Holding current value

$347,675

Previous $1.24 Billion 2.87%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$92.63 - $105.69 $4,909 - $5,601	-53 Reduced 0.43%	12,212 $1.27 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $113,500 - $132,499	1,304 Added 11.9%	12,265 $1.24 Billion
Q1 2024 May 08, 2024	SELL	$80.6 - $93.32 $193,440 - $223,967	-2,400 Reduced 17.96%	10,961 $304 Million
Q4 2023 Feb 09, 2024	SELL	$70.08 - $83.37 $1.02 Million - $1.22 Million	-14,576 Reduced 52.17%	13,361 $1.16 Billion
Q3 2023 Nov 02, 2023	SELL	$71.99 - $78.02 $121,519 - $131,697	-1,688 Reduced 5.7%	27,937 $2.03 Billion
Q2 2023 Aug 11, 2023	BUY	$63.6 - $74.95 $1.07 Million - $1.27 Million	16,882 Added 132.48%	29,625 $2.22 Billion
Q1 2023 May 01, 2023	SELL	$54.19 - $65.17 $31,809 - $38,254	-587 Reduced 4.4%	12,743 $830 Million
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $723,952 - $809,930	13,330 New	13,330 $741 Million

Others Institutions Holding SCHG

# of Institutions

1,365

Shares Held

1.88B

Call Options Held

140K

Put Options Held

96.3K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Sage View Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History