Sage View Advisory Group, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 11,480 shares of SCHD stock, worth $300,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,480

Previous 9,714 18.18%

Holding current value

$300,431

Previous $265 Million 20.95%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$27.01 - $28.54 $47,699 - $50,401	1,766 Added 18.18%	11,480 $321 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $174,802 - $551,410	6,491 Added 201.4%	9,714 $265 Million
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $6,546 - $7,230	-85 Reduced 2.57%	3,223 $272 Million
Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $2.28 Million - $2.41 Million	-30,011 Reduced 90.07%	3,308 $257 Million
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $2.09 Million - $2.24 Million	27,804 Added 504.15%	33,319 $1.9 Billion
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $1.23 Million - $1.41 Million	-18,455 Reduced 76.99%	5,515 $426 Million
Q3 2023 Nov 02, 2023	BUY	$70.63 - $75.66 $12,007 - $12,862	170 Added 0.71%	23,970 $1.7 Billion
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $894,704 - $956,266	12,933 Added 119.01%	23,800 $1.73 Billion
Q1 2023 May 01, 2023	BUY	$70.28 - $78.03 $154,053 - $171,041	2,192 Added 25.27%	10,867 $795 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $582,613 - $685,845	8,675 New	8,675 $655 Million

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Sage View Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History