Sage View Advisory Group, LLC Schwab Strategic Tr Intl Small 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 Intl Small stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 1,794,961 shares of SCHC stock, worth $72.2 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

1,794,961

Previous 1,664,404 7.84%

Holding current value

$72.2 Million

Previous $57.1 Billion 12.71%

% of portfolio

2.75%

Previous 2.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$33.57 - $37.22 $4.38 Million - $4.86 Million	130,557 Added 7.84%	1,794,961 $64.4 Billion
Q4 2024 Feb 13, 2025	BUY	$33.93 - $38.37 $13.7 Million - $15.5 Million	403,382 Added 31.99%	1,664,404 $57.1 Billion
Q3 2024 Nov 14, 2024	SELL	$34.48 - $38.87 $8.2 Million - $9.25 Million	-237,910 Reduced 15.87%	1,261,022 $48.6 Billion
Q2 2024 Aug 14, 2024	BUY	$34.12 - $36.71 $51.1 Million - $55 Million	1,498,932 New	1,498,932 $53.3 Billion
Q4 2023 Feb 09, 2024	BUY	$30.0 - $35.05 $13.7 Million - $16 Million	457,666 Added 39.34%	1,621,136 $55.3 Billion
Q3 2023 Nov 02, 2023	BUY	$32.0 - $35.51 $645,536 - $716,343	20,173 Added 1.76%	1,163,470 $37.5 Billion
Q2 2023 Aug 11, 2023	BUY	$32.67 - $34.58 $7.33 Million - $7.75 Million	224,227 Added 24.4%	1,143,297 $38.6 Billion
Q1 2023 May 01, 2023	BUY	$31.54 - $34.93 $11 Million - $12.2 Million	350,299 Added 61.59%	919,070 $31 Billion
Q4 2022 Feb 14, 2023	BUY	$27.31 - $32.98 $15.5 Million - $18.8 Million	568,771 New	568,771 $17.9 Billion

Others Institutions Holding SCHC

# of Institutions

459

Shares Held

44.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Sage View Advisory Group, LLC Schwab Strategic Tr Intl Small Transaction History