Sage Financial Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 146,391 shares of SCHM stock, worth $4.1 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
146,391
Previous 49,047
198.47%
Holding current value
$4.1 Million
Previous $4.08 Million
0.47%
% of portfolio
1.5%
Previous 1.58%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio