Sage View Advisory Group, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 138,715 shares of SCHB stock, worth $3.15 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

138,715

Previous 139,589 0.63%

Holding current value

$3.15 Million

Previous $3.17 Billion 5.75%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$21.23 - $23.75 $18,555 - $20,757	-874 Reduced 0.63%	138,715 $2.99 Billion
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $2.38 Million - $7.23 Million	108,148 Added 343.97%	139,589 $3.17 Billion
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $35,838 - $39,778	-598 Reduced 1.87%	31,441 $2.09 Billion
Q2 2024 Aug 14, 2024	BUY	$57.57 - $63.3 $1.84 Million - $2.03 Million	32,039 New	32,039 $2.01 Billion
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $422,538 - $496,201	8,875 Added 58.23%	24,117 $1.38 Billion
Q3 2023 Nov 02, 2023	BUY	$49.59 - $53.57 $424,242 - $458,291	8,555 Added 127.93%	15,242 $760 Million
Q2 2023 Aug 11, 2023	BUY	$47.08 - $51.7 $314,823 - $345,717	6,687 New	6,687 $346 Million

Others Institutions Holding SCHB

# of Institutions

1,294

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Sage View Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History