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 5,935 shares of SCHX stock, worth $138,879. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,935

Previous 6,309 5.93%

Holding current value

$138,879

Previous $405 Million 0.66%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $22,855 - $25,375	-374 Reduced 5.93%	5,935 $403 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $216,309 - $238,714	-3,685 Reduced 36.87%	6,309 $405 Million
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $174,153 - $195,117	3,143 Added 45.88%	9,994 $354 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $96 - $113	-2 Reduced 0.03%	6,851 $398 Million
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $37,802 - $41,529	793 Added 13.09%	6,853 $359 Million
Q1 2023 May 01, 2023	SELL	$44.78 - $49.41 $197,614 - $218,046	-4,413 Reduced 42.14%	6,060 $293 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $442,484 - $504,379	10,473 New	10,473 $473 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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