Sage Investment Advisers LLC Schwab Strategic U.S. Mid Cap Transaction History
Sage Investment Advisers LLC
- $87.2 Million
- Q2 2024
A detailed history of Sage Investment Advisers LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sage Investment Advisers LLC holds 7,981 shares of SCHM stock, worth $656,277. This represents 0.71% of its overall portfolio holdings.
Number of Shares
7,981
Previous 7,705
3.58%
Holding current value
$656,277
Previous $627,000
0.96%
% of portfolio
0.71%
Previous 0.72%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio