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

Sage Financial Group Inc

$1.24 Billion
Q1 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 24,060 shares of SCHB stock, worth $513,681. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,060

Previous 18,214 32.1%

Holding current value

$513,681

Previous $413,000 25.42%

% of portfolio

0.04%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,272

Shares Held

478M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.

Account

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