Sage Financial Group Inc Schwab Strategic Tr Us Dividen Transaction History

Sage Financial Group Inc

  • $1.22 Billion
  • Q3 2024

A detailed history of Sage Financial Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage Financial Group Inc holds 10,092 shares of SCHD stock, worth $276,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,092
Previous 10,716 5.82%
Holding current value
$276,924
Previous $833,000 2.4%
% of portfolio
0.07%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$77.02 - $85.06 $48,060 - $53,077
-624 Reduced 5.82%
10,092 $853,000
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $17,815 - $18,835
-235 Reduced 2.15%
10,716 $833,000
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $233,726 - $250,436
-3,106 Reduced 22.1%
10,951 $882,000
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $23,147 - $26,406
-346 Reduced 2.4%
14,057 $1.07 Million
Q3 2023

Oct 12, 2023
SELL
$70.63 - $75.66 $240,000 - $257,092
-3,398 Reduced 19.09%
14,403 $1.02 Million
Q2 2023

Jul 27, 2023
SELL
$69.18 - $73.94 $118,297 - $126,437
-1,710 Reduced 8.76%
17,801 $1.29 Million
Q1 2023

Apr 18, 2023
SELL
$70.28 - $78.03 $32,680 - $36,283
-465 Reduced 2.33%
19,511 $1.43 Million
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $55,339 - $65,145
824 Added 4.3%
19,976 $1.51 Million
Q3 2022

Oct 27, 2022
SELL
$66.43 - $77.87 $34,012 - $39,869
-512 Reduced 2.6%
19,152 $1.27 Million
Q2 2022

Jul 25, 2022
SELL
$70.31 - $80.24 $4,077 - $4,653
-58 Reduced 0.29%
19,664 $1.41 Million
Q1 2022

May 02, 2022
BUY
$75.14 - $81.94 $4,583 - $4,998
61 Added 0.31%
19,722 $1.56 Million
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $149 - $161
2 Added 0.01%
19,661 $1.59 Million
Q3 2021

Nov 08, 2021
BUY
$74.23 - $78.13 $371 - $390
5 Added 0.03%
19,659 $1.46 Million
Q2 2021

Aug 16, 2021
SELL
$73.32 - $77.65 $4,179 - $4,426
-57 Reduced 0.29%
19,654 $1.49 Million
Q1 2021

Apr 29, 2021
BUY
$63.23 - $73.67 $252 - $294
4 Added 0.02%
19,711 $1.44 Million
Q4 2020

Jan 28, 2021
SELL
$54.8 - $65.16 $21,755 - $25,868
-397 Reduced 1.97%
19,707 $1.26 Million
Q3 2020

Oct 26, 2020
SELL
$50.37 - $58.54 $76,612 - $89,039
-1,521 Reduced 7.03%
20,104 $1.11 Million
Q2 2020

Jul 16, 2020
SELL
$43.56 - $56.5 $217,103 - $281,596
-4,984 Reduced 18.73%
21,625 $1.12 Million
Q1 2020

Apr 16, 2020
SELL
$39.5 - $59.28 $69,678 - $104,569
-1,764 Reduced 6.22%
26,609 $1.2 Million
Q4 2019

Jan 30, 2020
SELL
$52.87 - $58.15 $2,643 - $2,907
-50 Reduced 0.18%
28,373 $1.64 Million
Q3 2019

Nov 04, 2019
SELL
$54.39 - $55.76 $22,571 - $23,140
-415 Reduced 1.44%
28,423 $1.56 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-1,799 Reduced 5.87%
28,838 $1.53 Million
Q1 2019

Apr 25, 2019
BUY
N/A
2,844 Added 10.23%
30,637 $1.6 Million
Q4 2018

Jan 28, 2019
BUY
N/A
8,320 Added 42.73%
27,793 $1.31 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-435 Reduced 2.19%
19,473 $1.03 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-598 Reduced 2.92%
19,908 $981,000
Q1 2018

Apr 26, 2018
SELL
N/A
-1,019 Reduced 4.73%
20,506 $1.01 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-150 Reduced 0.69%
21,525 $1.1 Million
Q3 2017

Nov 01, 2017
BUY
N/A
21,675
21,675 $1.01 Million

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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