Sage Financial Group Inc Schwab Strategic Tr Us Large C Transaction History

Sage Financial Group Inc

  • $1.24 Billion
  • Q1 2025

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 784,094 shares of SCHV stock, worth $21 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
784,094
Previous 794,055 1.25%
Holding current value
$21 Million
Previous $20.7 Million 0.68%
% of portfolio
1.68%
Previous 1.67%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$25.77 - $27.6 $256,694 - $274,923
-9,961 Reduced 1.25%
784,094 $20.8 Million
Q4 2024

Jan 23, 2025
BUY
$25.79 - $80.4 $13.5 Million - $42.1 Million
523,510 Added 193.5%
794,055 $20.7 Million
Q3 2024

Oct 29, 2024
SELL
$73.43 - $80.37 $238,133 - $260,639
-3,243 Reduced 1.18%
270,545 $21.7 Million
Q2 2024

Aug 02, 2024
SELL
$71.74 - $75.86 $405,115 - $428,381
-5,647 Reduced 2.02%
273,788 $20.3 Million
Q1 2024

Apr 30, 2024
SELL
$68.82 - $75.98 $474,582 - $523,958
-6,896 Reduced 2.41%
279,435 $21.2 Million
Q4 2023

Jan 18, 2024
BUY
$61.16 - $70.24 $1.05 Million - $1.21 Million
17,197 Added 6.39%
286,331 $20.1 Million
Q3 2023

Oct 12, 2023
SELL
$64.45 - $69.39 $354,926 - $382,130
-5,507 Reduced 2.01%
269,134 $17.3 Million
Q2 2023

Jul 27, 2023
SELL
$63.33 - $67.21 $367,187 - $389,683
-5,798 Reduced 2.07%
274,641 $18.4 Million
Q1 2023

Apr 18, 2023
BUY
$62.59 - $69.3 $403,580 - $446,846
6,448 Added 2.35%
280,439 $18.4 Million
Q4 2022

Jan 31, 2023
BUY
$59.13 - $69.24 $739,184 - $865,569
12,501 Added 4.78%
273,991 $18.1 Million
Q3 2022

Oct 27, 2022
BUY
$58.51 - $69.02 $244,513 - $288,434
4,179 Added 1.62%
261,490 $15.3 Million
Q2 2022

Jul 25, 2022
BUY
$60.93 - $72.3 $813,415 - $965,205
13,350 Added 5.47%
257,311 $16.1 Million
Q1 2022

May 02, 2022
BUY
$67.71 - $74.19 $1.4 Million - $1.53 Million
20,618 Added 9.23%
243,961 $17.4 Million
Q4 2021

Jan 24, 2022
BUY
$67.9 - $73.3 $210,829 - $227,596
3,105 Added 1.41%
223,343 $16.4 Million
Q3 2021

Nov 08, 2021
BUY
$66.91 - $71.05 $59,416 - $63,092
888 Added 0.4%
220,238 $14.9 Million
Q2 2021

Aug 16, 2021
BUY
$65.81 - $69.75 $859,215 - $910,656
13,056 Added 6.33%
219,350 $15 Million
Q1 2021

Apr 29, 2021
SELL
$58.71 - $65.66 $231,493 - $258,897
-3,943 Reduced 1.88%
206,294 $13.5 Million
Q4 2020

Jan 28, 2021
BUY
$50.83 - $59.53 $267,874 - $313,723
5,270 Added 2.57%
210,237 $12.5 Million
Q3 2020

Oct 26, 2020
BUY
$49.44 - $54.86 $392,306 - $435,314
7,935 Added 4.03%
204,967 $10.7 Million
Q2 2020

Jul 16, 2020
SELL
$42.21 - $55.29 $341,267 - $447,019
-8,085 Reduced 3.94%
197,032 $9.87 Million
Q1 2020

Apr 16, 2020
BUY
$38.4 - $61.03 $47,692 - $75,799
1,242 Added 0.61%
205,117 $9.08 Million
Q4 2019

Jan 30, 2020
BUY
$54.73 - $60.25 $78,373 - $86,278
1,432 Added 0.71%
203,875 $12.3 Million
Q3 2019

Nov 04, 2019
SELL
$56.56 - $57.5 $684,376 - $695,750
-12,100 Reduced 5.64%
202,443 $11.5 Million
Q2 2019

Jul 24, 2019
BUY
N/A
3,124 Added 1.48%
214,543 $12 Million
Q1 2019

Apr 25, 2019
BUY
N/A
6,862 Added 3.35%
211,419 $11.6 Million
Q4 2018

Jan 28, 2019
BUY
N/A
22,275 Added 12.22%
204,557 $10.1 Million
Q3 2018

Oct 22, 2018
BUY
N/A
1,075 Added 0.59%
182,282 $10.2 Million
Q2 2018

Jul 26, 2018
BUY
N/A
943 Added 0.52%
181,207 $9.63 Million
Q1 2018

Apr 26, 2018
BUY
N/A
3,300 Added 1.86%
180,264 $9.53 Million
Q4 2017

Feb 05, 2018
BUY
N/A
20,537 Added 13.13%
176,964 $9.68 Million
Q3 2017

Nov 01, 2017
BUY
N/A
156,427
156,427 $8.11 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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