Sage Financial Management Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Sage Financial Management Group, Inc.

  • $270 Million
  • Q4 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 62,100 shares of SCHZ stock, worth $1.43 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
62,100
Previous 38,046 63.22%
Holding current value
$1.43 Million
Previous $1.81 Million 22.01%
% of portfolio
0.52%
Previous 0.7%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.63 - $47.53 $544,342 - $1.14 Million
24,054 Added 63.22%
62,100 $1.41 Million
Q3 2024

Oct 17, 2024
BUY
$45.2 - $47.87 $1.72 Million - $1.82 Million
38,046 New
38,046 $1.81 Million
Q1 2024

May 01, 2024
SELL
$45.44 - $46.67 $174,716 - $179,446
-3,845 Reduced 16.27%
19,786 $910,000
Q4 2023

Jan 17, 2024
SELL
$43.09 - $46.83 $192,138 - $208,814
-4,459 Reduced 15.87%
23,631 $1.1 Million
Q3 2023

Oct 12, 2023
BUY
$44.14 - $46.33 $1.24 Million - $1.3 Million
28,090 New
28,090 $1.24 Million
Q1 2023

May 01, 2023
SELL
$45.33 - $47.44 $694,274 - $726,591
-15,316 Reduced 38.3%
24,669 $1.16 Million
Q4 2022

Jan 20, 2023
BUY
$44.04 - $47.03 $1.76 Million - $1.88 Million
39,985 New
39,985 $1.83 Million
Q2 2022

Aug 02, 2022
BUY
$46.62 - $50.36 $1.3 Million - $1.4 Million
27,857 Added 223.95%
40,296 $1.93 Million
Q1 2022

Apr 28, 2022
SELL
$50.05 - $53.52 $69,719 - $74,553
-1,393 Reduced 10.07%
12,439 $629,000
Q4 2021

Feb 08, 2022
BUY
$53.63 - $54.52 $741,810 - $754,120
13,832 New
13,832 $745,000
Q3 2021

Oct 26, 2021
SELL
$54.26 - $55.17 $14.4 Million - $14.7 Million
-266,195 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
$53.9 - $54.6 $566,273 - $573,627
10,506 Added 4.11%
266,195 $14.5 Million
Q1 2021

May 11, 2021
BUY
$53.75 - $55.97 $12.9 Million - $13.5 Million
240,749 Added 1611.44%
255,689 $13.8 Million
Q4 2020

Feb 08, 2021
SELL
$55.56 - $56.23 $12 Million - $12.2 Million
-216,817 Reduced 93.55%
14,940 $13 Million
Q4 2020

Feb 08, 2021
BUY
$55.56 - $56.23 $12.9 Million - $13 Million
231,757 New
231,757 $13 Million

Others Institutions Holding SCHZ

# of Institutions
679
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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