Sage View Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History

Sage View Advisory Group, LLC

$1.98 Trillion
Q1 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 32,930 shares of SCHA stock, worth $1.55 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

32,930

Previous 6,594 399.39%

Holding current value

$1.55 Million

Previous $307 Million 555.06%

% of portfolio

0.1%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$44.84 - $49.24 $1.18 Million - $1.3 Million	26,336 Added 399.39%	32,930 $2.01 Billion
Q4 2023 Feb 09, 2024	BUY	$38.13 - $48.02 $7,892 - $9,940	207 Added 3.24%	6,594 $307 Million
Q3 2023 Nov 02, 2023	SELL	$40.85 - $46.1 $32,598 - $36,787	-798 Reduced 11.11%	6,387 $265 Million
Q2 2023 Aug 11, 2023	BUY	$39.91 - $43.82 $286,753 - $314,846	7,185 New	7,185 $315 Million
Q4 2022 Feb 14, 2023	BUY	$39.61 - $43.54 $286,816 - $315,273	7,241 New	7,241 $293 Million

Others Institutions Holding SCHA

# of Institutions

1,105

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Sage View Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History