Sage Financial Management Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Sage Financial Management Group, Inc.
- $211 Million
- Q1 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 19,786 shares of SCHZ stock, worth $906,396. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,786
Previous 23,631
16.27%
Holding current value
$906,396
Previous $1.1 Million
17.42%
% of portfolio
0.43%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio