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

Sage Financial Group Inc

  • $1.35 Billion
  • Q2 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 17,782 shares of SCHB stock, worth $436,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,782
Previous 24,060 26.09%
Holding current value
$436,192
Previous $518,000 18.34%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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