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 $260,166. This represents 0.79% of its overall portfolio holdings.
Number of Shares
8,962
Previous 7,981
12.29%
Holding current value
$260,166
Previous $621,000
19.81%
% of portfolio
0.79%
Previous 0.71%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio