Sage Financial Group Inc Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Sage Financial Group Inc holds 29,979 shares of SCHD stock, worth $840,910. This represents 0.07% of its overall portfolio holdings.
Number of Shares
29,979
Previous 10,092
197.06%
Holding current value
$840,910
Previous $853,000
3.99%
% of portfolio
0.07%
Previous 0.07%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio