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 $265,992. This represents 0.79% of its overall portfolio holdings.
Number of Shares
8,962
Previous 7,981
12.29%
Holding current value
$265,992
Previous $621,000
19.81%
% of portfolio
0.79%
Previous 0.71%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio