Sage Financial Group Inc Schwab Strategic Tr Us Broad M Transaction History
Sage Financial Group Inc
- $1.24 Billion
- Q4 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 18,214 shares of SCHB stock, worth $403,986. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,214
Previous 6,363
186.25%
Holding current value
$403,986
Previous $423,000
2.36%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio