Sage Investment Advisers LLC SCHA Holdings History
Sage Investment Advisers LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2024-09-30, Sage Investment Advisers LLC held 59,386.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $1.53 Mil. This investment constitutes 1.6% of their stock portfolio, and Sage Investment Advisers LLC now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then Sage Investment Advisers LLC has made 9 purchases of SCHA, at an average price of $39.33, for a total of 89,337.00 shares. In addition, there have been 1 sales at an average price of $42.15 for 29,951.00 shares. Based on historical transaction data and SCHA's current price of $24.87, Sage Investment Advisers LLC's estimated gain on his SCHA holdings is $-773,951.57, reflecting a -22.03% gain to date.
Sage Investment Advisers LLC SCHA ($24.87) Holding Chart
Sage Investment Advisers LLC SCHA ($24.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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