Sage Financial Group Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Sage Financial Group Inc holds 514,879 shares of SCHG stock, worth $13.2 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
514,879
Previous 136,017
278.54%
Holding current value
$13.2 Million
Previous $14.2 Million
1.26%
% of portfolio
1.15%
Previous 1.16%
Shares
30 transactions
Others Institutions Holding SCHG
# of Institutions
1,477Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.01 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$980 Million1.41% of portfolio