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 $191,007. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,795
Previous 6,742
0.79%
Holding current value
$191,007
Previous $524,000
9.54%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio