Sage Investment Advisers LLC Schwab Strategic Tr Us Small C Transaction History

Sage Investment Advisers LLC

  • $94 Million
  • Q3 2024

A detailed history of Sage Investment Advisers LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage Investment Advisers LLC holds 29,693 shares of SCHA stock, worth $765,188. This represents 1.63% of its overall portfolio holdings.

Number of Shares
29,693
Previous 28,348 4.74%
Holding current value
$765,188
Previous $1.35 Million 13.68%
% of portfolio
1.63%
Previous 1.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$46.9 - $51.96 $63,080 - $69,886
1,345 Added 4.74%
29,693 $1.53 Million
Q2 2024

Jul 15, 2024
BUY
$45.24 - $49.04 $7,690 - $8,336
170 Added 0.6%
28,348 $1.35 Million
Q1 2024

Apr 15, 2024
BUY
$44.84 - $49.24 $218,998 - $240,488
4,884 Added 20.97%
28,178 $1.39 Million
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $1.14 Million - $1.44 Million
-29,951 Reduced 56.25%
23,294 $1.1 Million
Q3 2023

Oct 10, 2023
BUY
$40.85 - $46.1 $120,466 - $135,948
2,949 Added 5.86%
53,245 $2.21 Million
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $120,208 - $131,985
3,012 Added 6.37%
50,296 $2.2 Million
Q1 2023

Apr 10, 2023
BUY
$39.82 - $46.36 $148,329 - $172,691
3,725 Added 8.55%
47,284 $1.98 Million
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $33,201 - $37,792
868 Added 2.03%
43,559 $1.76 Million
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $398,337 - $485,622
10,580 Added 32.95%
42,691 $1.61 Million
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $63,903 - $80,992
1,687 Added 5.54%
32,111 $1.25 Million
Q1 2022

May 10, 2022
BUY
$44.42 - $51.73 $773,174 - $900,412
17,406 Added 133.71%
30,424 $1.44 Million
Q4 2021

May 10, 2022
BUY
$48.64 - $55.07 $633,195 - $716,901
13,018 New
13,018 $1.33 Million

Others Institutions Holding SCHA

# of Institutions
1,268
Shares Held
257M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Sage Investment Advisers LLC Portfolio

Follow Sage Investment Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Investment Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Investment Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email