Sage Financial Group Inc Schwab Strategic Tr Us Small C Transaction History

Sage Financial Group Inc

  • $1.47 Billion
  • Q3 2025

A detailed history of Sage Financial Group Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage Financial Group Inc holds 697,967 shares of SCHA stock, worth $19.1 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
697,967
Previous 690,750 1.04%
Holding current value
$19.1 Million
Previous $17.5 Million 11.43%
% of portfolio
1.32%
Previous 1.29%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$25.29 - $28.33 $182,517 - $204,457
7,217 Added 1.04%
697,967 $19.5 Million
Q2 2025

Jul 22, 2025
BUY
$20.42 - $25.3 $190,702 - $236,276
9,339 Added 1.37%
690,750 $17.5 Million
Q1 2025

Apr 22, 2025
BUY
$23.16 - $27.04 $391,056 - $456,570
16,885 Added 2.54%
681,411 $16 Million
Q4 2024

Jan 23, 2025
BUY
$25.33 - $51.16 $8.2 Million - $16.6 Million
323,906 Added 95.09%
664,526 $17.2 Million
Q3 2024

Oct 29, 2024
BUY
$46.9 - $51.96 $26,686 - $29,565
569 Added 0.17%
340,620 $17.5 Million
Q2 2024

Aug 02, 2024
BUY
$45.24 - $49.04 $357,848 - $387,906
7,910 Added 2.38%
340,051 $16.1 Million
Q1 2024

Apr 30, 2024
BUY
$44.84 - $49.24 $136,223 - $149,591
3,038 Added 0.92%
332,141 $16.4 Million
Q4 2023

Jan 18, 2024
BUY
$38.13 - $48.02 $634,521 - $799,100
16,641 Added 5.33%
329,103 $15.5 Million
Q3 2023

Oct 12, 2023
BUY
$40.85 - $46.1 $21,119 - $23,833
517 Added 0.17%
312,462 $12.9 Million
Q2 2023

Jul 27, 2023
BUY
$39.91 - $43.82 $944,510 - $1.04 Million
23,666 Added 8.21%
311,945 $13.7 Million
Q1 2023

Apr 18, 2023
BUY
$39.82 - $46.36 $1.57 Million - $1.83 Million
39,408 Added 15.83%
288,279 $12.1 Million
Q4 2022

Jan 31, 2023
SELL
$38.25 - $43.54 $21,649 - $24,643
-566 Reduced 0.23%
248,871 $10.1 Million
Q3 2022

Oct 27, 2022
BUY
$37.65 - $45.9 $85,239 - $103,917
2,264 Added 0.92%
249,437 $9.43 Million
Q2 2022

Jul 25, 2022
BUY
$37.88 - $48.01 $866,201 - $1.1 Million
22,867 Added 10.19%
247,173 $9.64 Million
Q1 2022

May 02, 2022
BUY
$44.42 - $51.73 $5.18 Million - $6.04 Million
116,722 Added 108.49%
224,306 $10.6 Million
Q4 2021

Jan 24, 2022
BUY
$48.64 - $55.07 $3,210 - $3,634
66 Added 0.06%
107,584 $11 Million
Q3 2021

Nov 08, 2021
BUY
$48.3 - $52.49 $26,854 - $29,184
556 Added 0.52%
107,518 $10.8 Million
Q2 2021

Aug 16, 2021
SELL
$48.39 - $52.91 $313,518 - $342,803
-6,479 Reduced 5.71%
106,962 $11.1 Million
Q1 2021

Apr 29, 2021
SELL
$43.89 - $52.63 $96,294 - $115,470
-2,194 Reduced 1.9%
113,441 $11.3 Million
Q4 2020

Jan 28, 2021
SELL
$34.66 - $45.17 $53,133 - $69,245
-1,533 Reduced 1.31%
115,635 $10.3 Million
Q3 2020

Oct 26, 2020
BUY
$32.09 - $36.38 $24,901 - $28,230
776 Added 0.67%
117,168 $8.01 Million
Q2 2020

Jul 16, 2020
BUY
$23.59 - $35.22 $906,516 - $1.35 Million
38,428 Added 49.29%
116,392 $7.61 Million
Q1 2020

Apr 16, 2020
SELL
$22.29 - $38.7 $116,465 - $202,207
-5,225 Reduced 6.28%
77,964 $4.02 Million
Q4 2019

Jan 30, 2020
BUY
$33.63 - $38.03 $6,625 - $7,491
197 Added 0.24%
83,189 $6.29 Million
Q3 2019

Nov 04, 2019
SELL
$34.78 - $36.12 $9,564 - $9,933
-275 Reduced 0.33%
82,992 $5.79 Million
Q2 2019

Jul 24, 2019
BUY
N/A
3,056 Added 3.81%
83,267 $5.95 Million
Q1 2019

Apr 25, 2019
BUY
N/A
16 Added 0.02%
80,211 $5.61 Million
Q4 2018

Jan 28, 2019
BUY
N/A
3,775 Added 4.94%
80,195 $4.87 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-4,009 Reduced 4.98%
76,420 $5.82 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-1,224 Reduced 1.5%
80,429 $5.92 Million
Q1 2018

Apr 26, 2018
BUY
N/A
6,953 Added 9.31%
81,653 $5.65 Million
Q4 2017

Feb 05, 2018
BUY
N/A
11,137 Added 17.52%
74,700 $5.21 Million
Q3 2017

Nov 01, 2017
BUY
N/A
63,563
63,563 $4.28 Million

Others Institutions Holding SCHA

# of Institutions
1,322
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
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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