Sage View Advisory Group, LLC Schwab Strategic Us Tips ETF Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,313 shares of SCHP stock, worth $270,509. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,313

Previous 2,981 245.96%

Holding current value

$270,509

Previous $233 Million 129.97%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$51.1 - $52.24 $374,665 - $383,023	7,332 Added 245.96%	10,313 $536 Million
Q1 2024 May 08, 2024	SELL	$51.32 - $52.45 $423,133 - $432,450	-8,245 Reduced 73.45%	2,981 $233 Million
Q4 2023 Feb 09, 2024	SELL	$49.69 - $52.46 $66,733 - $70,453	-1,343 Reduced 10.69%	11,226 $584 Million
Q3 2023 Nov 02, 2023	BUY	$50.37 - $52.48 $2,518 - $2,624	50 Added 0.4%	12,569 $635 Million
Q2 2023 Aug 11, 2023	SELL	$52.18 - $54.02 $377,209 - $390,510	-7,229 Reduced 36.61%	12,519 $656 Million
Q1 2023 May 01, 2023	BUY	$51.68 - $53.62 $125,634 - $130,350	2,431 Added 14.04%	19,748 $1.06 Billion
Q4 2022 Feb 14, 2023	BUY	$51.47 - $53.83 $891,305 - $932,174	17,317 New	17,317 $897 Million

Others Institutions Holding SCHP

# of Institutions

690

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

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 Us Tips ETF Transaction History