Sage View Advisory Group, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 25,406 shares of SCHM stock, worth $691,805. This represents 0.03% of its overall portfolio holdings.

Number of Shares

25,406

Previous 26,755 5.04%

Holding current value

$691,805

Previous $741 Million 10.21%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$25.58 - $29.24 $34,507 - $39,444	-1,349 Reduced 5.04%	25,406 $666 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $491,038 - $1.48 Million	17,830 Added 199.78%	26,755 $741 Million
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $1,056 - $1,164	14 Added 0.16%	8,925 $742 Million
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $674,473 - $723,484	8,911 New	8,911 $694 Million
Q4 2023 Feb 09, 2024	SELL	$63.01 - $75.95 $785,356 - $946,640	-12,464 Reduced 57.16%	9,343 $705 Million
Q3 2023 Nov 02, 2023	SELL	$66.75 - $73.98 $153,124 - $169,710	-2,294 Reduced 9.52%	21,807 $1.48 Billion
Q2 2023 Aug 11, 2023	BUY	$65.29 - $71.03 $1.05 Million - $1.15 Million	16,138 Added 202.66%	24,101 $1.71 Billion
Q1 2023 May 01, 2023	BUY	$64.24 - $73.9 $193,169 - $222,217	3,007 Added 60.67%	7,963 $540 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $302,563 - $346,622	4,956 New	4,956 $325 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Sage View Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History