Sage Investment Advisers LLC Schwab Strategic Tr Us Dividen Transaction History

Sage Investment Advisers LLC

$94 Million
Q3 2024

A detailed history of Sage Investment Advisers LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sage Investment Advisers LLC holds 19,572 shares of SCHD stock, worth $548,211. This represents 1.76% of its overall portfolio holdings.

Number of Shares

19,572

Previous 19,122 2.35%

Holding current value

$548,211

Previous $1.49 Million 11.31%

% of portfolio

1.76%

Previous 1.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $34,659 - $38,277	450 Added 2.35%	19,572 $1.65 Million
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $290,352 - $306,974	3,830 Added 25.05%	19,122 $1.49 Million
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $365,414 - $391,539	4,856 Added 46.53%	15,292 $1.23 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $174,742 - $199,347	2,612 Added 33.38%	10,436 $794,000
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $222,625 - $238,480	3,152 Added 67.47%	7,824 $553,000
Q2 2023 Aug 08, 2023	BUY	$69.18 - $73.94 $323,208 - $345,447	4,672 New	4,672 $339,000

Others Institutions Holding SCHD

# of Institutions

1,813

Shares Held

410M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Sage Investment Advisers LLC Schwab Strategic Tr Us Dividen Transaction History