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

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

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 49,287 shares of SCHX stock, worth $1.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,287

Previous 55,428 11.08%

Holding current value

$1.15 Million

Previous $1.28 Billion 15.3%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$21.75 - $24.28 $133,566 - $149,103	-6,141 Reduced 11.08%	49,287 $1.09 Billion
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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