Sage Investment Advisers LLC SCHD Holdings History
Sage Investment Advisers LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2024-09-30, Sage Investment Advisers LLC held 58,716.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $1.65 Mil. This investment constitutes 1.73% of their stock portfolio, and Sage Investment Advisers LLC now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q2. And since then Sage Investment Advisers LLC has made 6 purchases of SCHD, at an average price of $42.66, for a total of 58,716.00 shares. Based on historical transaction data and SCHD's current price of $26.87, Sage Investment Advisers LLC's estimated gain on his SCHD holdings is $-927,336.30, reflecting a -37.02% gain to date.
Sage Investment Advisers LLC SCHD ($26.87) Holding Chart
Sage Investment Advisers LLC SCHD ($26.87) 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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