Sage Financial Group Inc Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Sage Financial Group Inc holds 17,891 shares of SCHB stock, worth $461,945. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,891

Previous 17,782 0.61%

Holding current value

$461,945

Previous $423,000 8.51%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.82 - $25.84 $2,596 - $2,816	109 Added 0.61%	17,891 $459,000
Q2 2025 Jul 22, 2025	SELL	$19.1 - $23.83 $119,909 - $149,604	-6,278 Reduced 26.09%	17,782 $423,000
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $124,110 - $138,842	5,846 Added 32.1%	24,060 $518,000
Q4 2024 Jan 23, 2025	BUY	$22.01 - $66.82 $260,840 - $791,883	11,851 Added 186.25%	18,214 $413,000
Q3 2024 Oct 29, 2024	SELL	$59.93 - $66.52 $24,211 - $26,874	-404 Reduced 5.97%	6,363 $423,000
Q2 2024 Aug 02, 2024	BUY	$57.57 - $63.3 $72,192 - $79,378	1,254 Added 22.75%	6,767 $425,000
Q1 2024 Apr 30, 2024	BUY	$54.61 - $61.05 $4,150 - $4,639	76 Added 1.4%	5,513 $336,000
Q4 2023 Jan 18, 2024	SELL	$47.61 - $55.91 $31,422 - $36,900	-660 Reduced 10.82%	5,437 $302,000
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $27,770 - $29,999	560 Added 10.11%	6,097 $303,000
Q2 2023 Jul 27, 2023	BUY	$47.08 - $51.7 $4,143 - $4,549	88 Added 1.61%	5,537 $286,000
Q1 2023 Apr 18, 2023	SELL	$44.47 - $49.23 $23,079 - $25,550	-519 Reduced 8.7%	5,449 $260,000
Q4 2022 Jan 31, 2023	BUY	$41.94 - $47.81 $9,184 - $10,470	219 Added 3.81%	5,968 $267,000
Q3 2022 Oct 27, 2022	BUY	$41.99 - $50.63 $19,987 - $24,099	476 Added 9.03%	5,749 $241,000
Q2 2022 Jul 25, 2022	BUY	$42.93 - $53.98 $226,369 - $284,636	5,273 New	5,273 $233,000

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Sage Financial Group Inc Schwab Strategic Tr Us Broad M Transaction History