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 279,435 shares of SCHV stock, worth $20.7 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
279,435
Previous 286,331 2.41%
Holding current value
$20.7 Million
Previous $20.1 Million 5.78%
% of portfolio
1.91%
Previous 1.95%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $803,439 - $865,569
12,501 Added 4.78%
273,991 $18.1 Million
Q3 2022

Oct 27, 2022

BUY
N/A
4,179 Added 1.62%
261,490 $15.3 Million
Q2 2022

Jul 25, 2022

BUY
N/A
13,350 Added 5.47%
257,311 $16.1 Million
Q1 2022

May 02, 2022

BUY
N/A
20,618 Added 9.23%
243,961 $17.4 Million
Q4 2021

Jan 24, 2022

BUY
N/A
3,105 Added 1.41%
223,343 $16.4 Million
Q3 2021

Nov 08, 2021

BUY
N/A
888 Added 0.4%
220,238 $14.9 Million
Q2 2021

Aug 16, 2021

BUY
N/A
13,056 Added 6.33%
219,350 $15 Million
Q1 2021

Apr 29, 2021

SELL
N/A
-3,943 Reduced 1.88%
206,294 $13.5 Million
Q4 2020

Jan 28, 2021

BUY
N/A
5,270 Added 2.57%
210,237 $12.5 Million
Q3 2020

Oct 26, 2020

BUY
N/A
7,935 Added 4.03%
204,967 $10.7 Million
Q2 2020

Jul 16, 2020

SELL
N/A
-8,085 Reduced 3.94%
197,032 $9.87 Million
Q1 2020

Apr 16, 2020

BUY
N/A
1,242 Added 0.61%
205,117 $9.08 Million
Q4 2019

Jan 30, 2020

BUY
N/A
1,432 Added 0.71%
203,875 $12.3 Million
Q3 2019

Nov 04, 2019

SELL
N/A
-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

About SCHWAB STRATEGIC TR US LARGE-C


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