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

Sage View Advisory Group, LLC

  • $1.98 Trillion
  • Q1 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 9,994 shares of SCHX stock, worth $643,813. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,994
Previous 6,851 45.88%
Holding current value
$643,813
Previous $398 Million 11.03%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $460,916 - $504,379
10,473 New
10,473 $473 Million

Others Institutions Holding SCHX

# of Institutions
1,270
Shares Held
428M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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