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 $427,118. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,214
Previous 6,363
186.25%
Holding current value
$427,118
Previous $423,000
2.36%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,194Shares Held
251MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$483 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio