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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$24.67 - $27.2 $567 - $625
-23 Reduced 0.23%
10,099 $268,000
Q1 2024

Apr 30, 2024

SELL
$23.47 - $25.45 $11,382 - $12,343
-485 Reduced 4.57%
10,122 $255,000
Q4 2023

Jan 18, 2024

BUY
$23.04 - $24.89 $29,721 - $32,108
1,290 Added 13.85%
10,607 $262,000
Q3 2023

Oct 12, 2023

BUY
$23.83 - $26.11 $2,668 - $2,924
112 Added 1.22%
9,317 $223,000
Q2 2023

Jul 27, 2023

BUY
$23.66 - $25.54 $1,253 - $1,353
53 Added 0.58%
9,205 $226,000
Q1 2023

Apr 18, 2023

SELL
$23.32 - $26.39 $27,214 - $30,797
-1,167 Reduced 11.31%
9,152 $224,000
Q4 2022

Jan 31, 2023

BUY
$21.59 - $24.95 $222,787 - $257,459
10,319 New
10,319 $244,000
Q2 2022

Jul 25, 2022

SELL
$24.51 - $28.87 $119,657 - $140,943
-4,882 Reduced 38.09%
7,936 $201,000
Q1 2022

May 02, 2022

SELL
$25.61 - $30.82 $44,894 - $54,027
-1,753 Reduced 12.03%
12,818 $356,000
Q4 2021

Jan 24, 2022

BUY
$28.68 - $31.96 $417,896 - $465,689
14,571 New
14,571 $432,000
Q1 2020

Apr 16, 2020

SELL
$18.68 - $28.22 $215,455 - $325,489
-11,534 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$24.83 - $27.51 $2,060 - $2,283
83 Added 0.72%
11,534 $316,000
Q3 2019

Nov 04, 2019

SELL
$25.08 - $25.94 $110,402 - $114,187
-4,402 Reduced 27.77%
11,451 $288,000
Q2 2019

Jul 24, 2019

SELL
N/A
-69 Reduced 0.43%
15,853 $416,000
Q1 2019

Apr 25, 2019

BUY
N/A
268 Added 1.71%
15,922 $414,000
Q4 2018

Jan 28, 2019

BUY
N/A
4,299 Added 37.86%
15,654 $368,000
Q3 2018

Oct 22, 2018

SELL
N/A
-206 Reduced 1.78%
11,355 $292,000
Q2 2018

Jul 26, 2018

BUY
N/A
186 Added 1.64%
11,561 $299,000
Q1 2018

Apr 26, 2018

SELL
N/A
-103 Reduced 0.9%
11,375 $326,000
Q4 2017

Feb 05, 2018

SELL
N/A
-271 Reduced 2.31%
11,478 $321,000
Q3 2017

Nov 01, 2017

BUY
N/A
11,749
11,749 $316,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


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