Sage Financial Group Inc Schwab Strategic Tr Us Large C Transaction History
Sage Financial Group Inc
- $1.11 Billion
- Q1 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 8,170,007 shares of SCHX stock, worth $509 Million. This represents 45.63% of its overall portfolio holdings.
Number of Shares
8,170,007
Previous 8,082,210
1.09%
Holding current value
$509 Million
Previous $456 Million
11.23%
% of portfolio
45.63%
Previous 44.4%
Shares
27 transactions
Others Institutions Holding SCHX
# of Institutions
1,254Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.08 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.14 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.77 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$791 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$656 Million24.51% of portfolio