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

Sage View Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $829,207 - $952,313	-13,558 Reduced 64.66%	7,409 $526 Million
Q3 2023 Nov 02, 2023	SELL	$64.45 - $69.39 $7,025 - $7,563	-109 Reduced 0.52%	20,967 $1.35 Billion
Q2 2023 Aug 11, 2023	BUY	$63.33 - $67.21 $1.08 Million - $1.15 Million	17,064 Added 425.32%	21,076 $1.41 Billion
Q1 2023 May 01, 2023	BUY	$62.59 - $69.3 $4,756 - $5,266	76 Added 1.93%	4,012 $263 Million
Q4 2022 Feb 14, 2023	BUY	$64.27 - $69.24 $252,966 - $272,528	3,936 New	3,936 $260 Million

787

102M

9.1K

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