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
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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