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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $4.86 Million - $5.45 Million
87,797 Added 1.09%
8,170,007 $507 Million
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $1.51 Million - $1.76 Million
-31,169 Reduced 0.38%
8,082,210 $456 Million
Q3 2023

Oct 12, 2023
SELL
$50.36 - $54.21 $8.31 Million - $8.94 Million
-164,979 Reduced 1.99%
8,113,379 $411 Million
Q2 2023

Jul 27, 2023
BUY
$47.67 - $52.37 $1.6 Million - $1.75 Million
33,489 Added 0.41%
8,278,358 $434 Million
Q1 2023

Apr 18, 2023
BUY
$44.78 - $49.41 $5.75 Million - $6.35 Million
128,438 Added 1.58%
8,244,869 $399 Million
Q4 2022

Jan 31, 2023
BUY
$44.01 - $48.16 $7.26 Million - $7.95 Million
165,027 Added 2.08%
8,116,431 $366 Million
Q3 2022

Oct 27, 2022
BUY
N/A
80,702 Added 1.03%
7,951,404 $337 Million
Q2 2022

Jul 25, 2022
BUY
N/A
32,170 Added 0.41%
7,870,702 $352 Million
Q1 2022

May 02, 2022
BUY
N/A
3,903,057 Added 99.18%
7,838,532 $422 Million
Q4 2021

Jan 24, 2022
BUY
N/A
88,139 Added 2.29%
3,935,475 $448 Million
Q3 2021

Nov 08, 2021
SELL
N/A
-8,510 Reduced 0.22%
3,847,336 $400 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-1,293 Reduced 0.03%
3,855,846 $401 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-65,548 Reduced 1.67%
3,857,139 $370 Million
Q4 2020

Jan 28, 2021
BUY
N/A
103,053 Added 2.7%
3,922,687 $357 Million
Q3 2020

Oct 26, 2020
BUY
N/A
101,839 Added 2.74%
3,819,634 $308 Million
Q2 2020

Jul 16, 2020
BUY
N/A
32,328 Added 0.88%
3,717,795 $275 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-232,945 Reduced 5.94%
3,685,467 $226 Million
Q4 2019

Jan 30, 2020
SELL
N/A
-23,990 Reduced 0.61%
3,918,412 $301 Million
Q3 2019

Nov 04, 2019
BUY
N/A
98,825 Added 2.57%
3,942,402 $280 Million
Q2 2019

Jul 24, 2019
BUY
N/A
78,245 Added 2.08%
3,843,577 $270 Million
Q1 2019

Apr 25, 2019
BUY
N/A
101,786 Added 2.78%
3,765,332 $255 Million
Q4 2018

Jan 28, 2019
BUY
N/A
34,621 Added 0.95%
3,663,546 $219 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-38,823 Reduced 1.06%
3,628,925 $252 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-9,780 Reduced 0.27%
3,667,748 $238 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-819 Reduced 0.02%
3,677,528 $232 Million
Q4 2017

Feb 05, 2018
BUY
N/A
28,305 Added 0.78%
3,678,347 $235 Million
Q3 2017

Nov 01, 2017
BUY
N/A
3,650,042
3,650,042 $219 Million

Others Institutions Holding SCHX

# of Institutions
1,254
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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