Sage Financial Group Inc Schwab Strategic U.S. Mid Cap Transaction History
Sage Financial Group Inc
- $1.24 Billion
- Q4 2024
A detailed history of Sage Financial Group Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sage Financial Group Inc holds 831,800 shares of SCHM stock, worth $23.3 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
831,800
Previous 276,182
201.18%
Holding current value
$23.3 Million
Previous $22.9 Million
0.44%
% of portfolio
1.86%
Previous 1.87%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio