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

Sage Investment Advisers LLC

$94 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

947

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$770 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$292 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$213 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$96.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$70.4 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

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.