Sage Financial Group Inc Schwab Strategic Tr Us Broad M Transaction History

Sage Financial Group Inc

$1.15 Billion
Q2 2024

A detailed history of Sage Financial Group Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sage Financial Group Inc holds 6,767 shares of SCHB stock, worth $448,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,767

Previous 5,513 22.75%

Holding current value

$448,178

Previous $336,000 26.49%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$57.57 - $63.3 $72,192 - $79,378	1,254 Added 22.75%	6,767 $425,000
Q1 2024 Apr 30, 2024	BUY	$54.61 - $61.05 $4,150 - $4,639	76 Added 1.4%	5,513 $336,000
Q4 2023 Jan 18, 2024	SELL	$47.61 - $55.91 $31,422 - $36,900	-660 Reduced 10.82%	5,437 $302,000
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $27,770 - $29,999	560 Added 10.11%	6,097 $303,000
Q2 2023 Jul 27, 2023	BUY	$47.08 - $51.7 $4,143 - $4,549	88 Added 1.61%	5,537 $286,000
Q1 2023 Apr 18, 2023	SELL	$44.47 - $49.23 $23,079 - $25,550	-519 Reduced 8.7%	5,449 $260,000
Q4 2022 Jan 31, 2023	BUY	$41.94 - $47.81 $9,184 - $10,470	219 Added 3.81%	5,968 $267,000
Q3 2022 Oct 27, 2022	BUY	$41.99 - $50.63 $19,987 - $24,099	476 Added 9.03%	5,749 $241,000
Q2 2022 Jul 25, 2022	BUY	$42.93 - $53.98 $226,369 - $284,636	5,273 New	5,273 $233,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

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About SCHWAB STRATEGIC TR US BROAD M

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Sage Financial Group Inc Schwab Strategic Tr Us Broad M Transaction History