Sage Capital Advisors,Llc Schwab Strategic Tr Us Dividen Transaction History
Sage Capital Advisors,Llc
- $374 Million
- Q3 2024
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
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio