Sage Investment Advisers LLC Schwab Strategic Tr Us Dividen Transaction History

Sage Investment Advisers LLC

  • $94 Million
  • Q3 2024

A detailed history of Sage Investment Advisers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage Investment Advisers LLC holds 19,572 shares of SCHD stock, worth $512,199. This represents 1.76% of its overall portfolio holdings.

Number of Shares
19,572
Previous 19,122 2.35%
Holding current value
$512,199
Previous $1.49 Million 11.31%
% of portfolio
1.76%
Previous 1.7%

Shares

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

Nov 04, 2024
BUY
$77.02 - $85.06 $34,659 - $38,277
450 Added 2.35%
19,572 $1.65 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $290,352 - $306,974
3,830 Added 25.05%
19,122 $1.49 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $365,414 - $391,539
4,856 Added 46.53%
15,292 $1.23 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $174,742 - $199,347
2,612 Added 33.38%
10,436 $794,000
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $222,625 - $238,480
3,152 Added 67.47%
7,824 $553,000
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $323,208 - $345,447
4,672 New
4,672 $339,000

About SCHWAB STRATEGIC TR US DIVIDEN

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