Sage Capital Advisors,Llc Schwab Strategic Tr Us Dividen Transaction History
Sage Capital Advisors,Llc
- $375 Million
- Q4 2024
A detailed history of Sage Capital Advisors,Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage Capital Advisors,Llc holds 20,465 shares of SCHD stock, worth $569,540. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,465
Previous 6,795
201.18%
Holding current value
$569,540
Previous $574,000
2.61%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio