Sage Financial Management Group, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 412,703 shares of SCHF stock, worth $8.48 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
412,703
Previous 413,054
0.08%
Holding current value
$8.48 Million
Previous $7.64 Million
6.83%
% of portfolio
2.96%
Previous 2.83%
Shares
17 transactions
Others Institutions Holding SCHF
# of Institutions
1,393Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.89 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.72 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.54 Billion6.73% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio