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

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

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 9,714 shares of SCHD stock, worth $246,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,714

Previous 3,223 201.4%

Holding current value

$246,929

Previous $272 Million 2.6%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,956

Shares Held

850M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

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