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

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

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 13,015 shares of SCHA stock, worth $314,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,015

Previous 12,785 1.8%

Holding current value

$314,442

Previous $331 Million 7.77%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$23.16 - $27.04 $5,326 - $6,219	230 Added 1.8%	13,015 $305 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $323,844 - $654,080	12,785 New	12,785 $331 Million
Q2 2024 Aug 14, 2024	SELL	$45.24 - $49.04 $1.22 Million - $1.32 Million	-27,010 Reduced 82.02%	5,920 $281 Million
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	$38.25 - $43.54 $276,968 - $315,273	7,241 New	7,241 $293 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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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