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

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 55,428 shares of SCHX stock, worth $1.32 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

55,428

Previous 5,935 833.92%

Holding current value

$1.32 Million

Previous $403 Million 219.05%

% of portfolio

0.06%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $1.11 Million - $3.38 Million	49,493 Added 833.92%	55,428 $1.28 Billion
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $22,855 - $25,375	-374 Reduced 5.93%	5,935 $403 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $216,309 - $238,714	-3,685 Reduced 36.87%	6,309 $405 Million
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $174,153 - $195,117	3,143 Added 45.88%	9,994 $354 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $96 - $113	-2 Reduced 0.03%	6,851 $398 Million
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $37,802 - $41,529	793 Added 13.09%	6,853 $359 Million
Q1 2023 May 01, 2023	SELL	$44.78 - $49.41 $197,614 - $218,046	-4,413 Reduced 42.14%	6,060 $293 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $442,484 - $504,379	10,473 New	10,473 $473 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Large C Transaction History