A detailed history of Sage Capital Advisors,Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage Capital Advisors,Llc holds 6,795 shares of SCHD stock, worth $185,435. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,795
Previous 6,742 0.79%
Holding current value
$185,435
Previous $524,000 9.54%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 08, 2024

BUY
$77.02 - $85.06 $4,082 - $4,508
53 Added 0.79%
6,795 $574,000
Q1 2024

Apr 15, 2024

BUY
$75.25 - $80.63 $304,837 - $326,632
4,051 Added 150.54%
6,742 $543,000
Q4 2023

Jan 09, 2024

BUY
$66.9 - $76.32 $180,027 - $205,377
2,691 New
2,691 $204,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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