Sage Financial Group Inc Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Sage Financial Group Inc holds 10,099 shares of SCHE stock, worth $292,265. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,099
Previous 10,122
0.23%
Holding current value
$292,265
Previous $255,000
5.1%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio