Sage View Advisory Group, LLC Schwab Strategic Us Tips ETF 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 Us Tips ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 11,375 shares of SCHP stock, worth $293,475. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,375

Previous 10,313 10.3%

Holding current value

$293,475

Previous $536 Million 13.74%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.58 - $53.79 $54,777 - $57,124	1,062 Added 10.3%	11,375 $610 Million
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

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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