Sage Investment Advisers LLC Schwab Strategic U.S. Mid Cap Transaction History

Sage Investment Advisers LLC

  • $94 Million
  • Q3 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 8,962 shares of SCHM stock, worth $234,535. This represents 0.79% of its overall portfolio holdings.

Number of Shares
8,962
Previous 7,981 12.29%
Holding current value
$234,535
Previous $621,000 19.81%
% of portfolio
0.79%
Previous 0.71%

Shares

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

Nov 04, 2024
BUY
$75.47 - $83.18 $74,036 - $81,599
981 Added 12.29%
8,962 $744,000
Q2 2024

Jul 15, 2024
BUY
$75.69 - $81.19 $20,890 - $22,408
276 Added 3.58%
7,981 $621,000
Q1 2024

Apr 15, 2024
SELL
$72.89 - $81.43 $8,382 - $9,364
-115 Reduced 1.47%
7,705 $627,000
Q4 2023

Feb 06, 2024
SELL
$63.01 - $75.95 $853,029 - $1.03 Million
-13,538 Reduced 63.39%
7,820 $589,000
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $1,668 - $1,849
-25 Reduced 0.12%
21,358 $1.45 Million
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $144,486 - $157,189
-2,213 Reduced 9.38%
21,383 $1.52 Million
Q1 2023

Apr 10, 2023
BUY
$64.24 - $73.9 $42,077 - $48,404
655 Added 2.86%
23,596 $1.6 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $36,263 - $41,544
594 Added 2.66%
22,941 $1.51 Million
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $246,598 - $295,550
4,076 Added 22.31%
22,347 $1.35 Million
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $326,416 - $409,427
5,359 Added 41.5%
18,271 $1.15 Million
Q1 2022

May 10, 2022
BUY
$70.66 - $80.89 $109,240 - $125,055
1,546 Added 13.6%
12,912 $980,000
Q4 2021

May 10, 2022
BUY
$76.01 - $83.39 $863,929 - $947,810
11,366 New
11,366 $914,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
273M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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