Sage Investment Advisers LLC Schwab Strategic Tr Us Small C Transaction History

Sage Investment Advisers LLC

  • $94 Million
  • Q3 2024

A detailed history of Sage Investment Advisers LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage Investment Advisers LLC holds 29,693 shares of SCHA stock, worth $791,021. This represents 1.63% of its overall portfolio holdings.

Number of Shares
29,693
Previous 28,348 4.74%
Holding current value
$791,021
Previous $1.35 Million 13.68%
% of portfolio
1.63%
Previous 1.54%

Shares

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

Nov 04, 2024
BUY
$46.9 - $51.96 $63,080 - $69,886
1,345 Added 4.74%
29,693 $1.53 Million
Q2 2024

Jul 15, 2024
BUY
$45.24 - $49.04 $7,690 - $8,336
170 Added 0.6%
28,348 $1.35 Million
Q1 2024

Apr 15, 2024
BUY
$44.84 - $49.24 $218,998 - $240,488
4,884 Added 20.97%
28,178 $1.39 Million
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $1.14 Million - $1.44 Million
-29,951 Reduced 56.25%
23,294 $1.1 Million
Q3 2023

Oct 10, 2023
BUY
$40.85 - $46.1 $120,466 - $135,948
2,949 Added 5.86%
53,245 $2.21 Million
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $120,208 - $131,985
3,012 Added 6.37%
50,296 $2.2 Million
Q1 2023

Apr 10, 2023
BUY
$39.82 - $46.36 $148,329 - $172,691
3,725 Added 8.55%
47,284 $1.98 Million
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $33,201 - $37,792
868 Added 2.03%
43,559 $1.76 Million
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $398,337 - $485,622
10,580 Added 32.95%
42,691 $1.61 Million
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $63,903 - $80,992
1,687 Added 5.54%
32,111 $1.25 Million
Q1 2022

May 10, 2022
BUY
$44.42 - $51.73 $773,174 - $900,412
17,406 Added 133.71%
30,424 $1.44 Million
Q4 2021

May 10, 2022
BUY
$48.64 - $55.07 $633,195 - $716,901
13,018 New
13,018 $1.33 Million

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
171M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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