Sage View Advisory Group, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,586,105 shares of SCHE stock, worth $103 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

3,586,105

Previous 3,477,774 3.11%

Holding current value

$103 Million

Previous $92.6 Billion 6.75%

% of portfolio

4.22%

Previous 3.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$25.81 - $28.52 $2.8 Million - $3.09 Million	108,331 Added 3.11%	3,586,105 $98.9 Billion
Q4 2024 Feb 13, 2025	BUY	$26.63 - $30.23 $16.9 Million - $19.2 Million	634,282 Added 22.31%	3,477,774 $92.6 Billion
Q3 2024 Nov 14, 2024	SELL	$25.45 - $29.53 $9.31 Million - $10.8 Million	-365,699 Reduced 11.4%	2,843,492 $83 Billion
Q2 2024 Aug 14, 2024	BUY	$24.67 - $27.2 $79.2 Million - $87.3 Million	3,209,191 New	3,209,191 $85.2 Billion
Q4 2023 Feb 09, 2024	BUY	$23.04 - $24.89 $16.3 Million - $17.6 Million	707,680 Added 27.59%	3,273,046 $78.4 Billion
Q3 2023 Nov 02, 2023	BUY	$23.83 - $26.11 $3.75 Million - $4.11 Million	157,346 Added 6.53%	2,565,366 $61.4 Billion
Q2 2023 Aug 11, 2023	BUY	$23.66 - $25.54 $7.17 Million - $7.74 Million	302,974 Added 14.39%	2,408,020 $59.3 Billion
Q1 2023 May 01, 2023	BUY	$23.32 - $26.39 $13.6 Million - $15.4 Million	583,422 Added 38.34%	2,105,046 $51.6 Billion
Q4 2022 Feb 14, 2023	BUY	$21.59 - $24.95 $32.9 Million - $38 Million	1,521,624 New	1,521,624 $36 Billion

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Sage View Advisory Group, LLC Schwab Strategic Tr Us Emergin Transaction History