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

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,843,492 shares of SCHE stock, worth $78.9 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares

2,843,492

Previous 3,209,191 11.4%

Holding current value

$78.9 Million

Previous $85.2 Billion 2.66%

% of portfolio

4.21%

Previous 3.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$25.45 - $29.53 $9.31 Million - $10.8 Million	-365,699 Reduced 11.4%	2,843,492 $83 Billion
Q2 2024 Aug 14, 2024	BUY	$24.67 - $27.2 $79.2 Million - $87.3 Million	3,209,191 New	3,209,191 $85.2 Billion
Q4 2023 Feb 09, 2024	BUY	$23.04 - $24.89 $16.3 Million - $17.6 Million	707,680 Added 27.59%	3,273,046 $78.4 Billion
Q3 2023 Nov 02, 2023	BUY	$23.83 - $26.11 $3.75 Million - $4.11 Million	157,346 Added 6.53%	2,565,366 $61.4 Billion
Q2 2023 Aug 11, 2023	BUY	$23.66 - $25.54 $7.17 Million - $7.74 Million	302,974 Added 14.39%	2,408,020 $59.3 Billion
Q1 2023 May 01, 2023	BUY	$23.32 - $26.39 $13.6 Million - $15.4 Million	583,422 Added 38.34%	2,105,046 $51.6 Billion
Q4 2022 Feb 14, 2023	BUY	$21.59 - $24.95 $32.9 Million - $38 Million	1,521,624 New	1,521,624 $36 Billion

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

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 Emergin Transaction History