Sage Investment Advisers LLC Schwab Strategic Tr Us Dividen Transaction History

Sage Investment Advisers LLC

  • $87.2 Million
  • Q2 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 19,122 shares of SCHD stock, worth $1.62 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
19,122
Previous 15,292 25.05%
Holding current value
$1.62 Million
Previous $1.23 Million 20.62%
% of portfolio
1.7%
Previous 1.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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