Sage Financial Management Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Sage Financial Management Group, Inc.
- $258 Million
- Q3 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 38,046 shares of SCHZ stock, worth $862,502. This represents 0.7% of its overall portfolio holdings.
Number of Shares
38,046Holding current value
$862,502% of portfolio
0.7%Shares
14 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.1 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.1 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.6 Million17.53% of portfolio