Sage Financial Group Inc Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Sage Financial Group Inc holds 16,811 shares of SCHE stock, worth $481,130. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,811

Previous 11,808 42.37%

Holding current value

$481,130

Previous $314,000 47.45%

% of portfolio

0.04%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$25.81 - $28.52 $129,127 - $142,685	5,003 Added 42.37%	16,811 $463,000
Q4 2024 Jan 23, 2025	BUY	$26.63 - $30.23 $50,463 - $57,285	1,895 Added 19.12%	11,808 $314,000
Q3 2024 Oct 29, 2024	SELL	$25.45 - $29.53 $4,733 - $5,492	-186 Reduced 1.84%	9,913 $289,000
Q2 2024 Aug 02, 2024	SELL	$24.67 - $27.2 $567 - $625	-23 Reduced 0.23%	10,099 $268,000
Q1 2024 Apr 30, 2024	SELL	$23.47 - $25.45 $11,382 - $12,343	-485 Reduced 4.57%	10,122 $255,000
Q4 2023 Jan 18, 2024	BUY	$23.04 - $24.89 $29,721 - $32,108	1,290 Added 13.85%	10,607 $262,000
Q3 2023 Oct 12, 2023	BUY	$23.83 - $26.11 $2,668 - $2,924	112 Added 1.22%	9,317 $223,000
Q2 2023 Jul 27, 2023	BUY	$23.66 - $25.54 $1,253 - $1,353	53 Added 0.58%	9,205 $226,000
Q1 2023 Apr 18, 2023	SELL	$23.32 - $26.39 $27,214 - $30,797	-1,167 Reduced 11.31%	9,152 $224,000
Q4 2022 Jan 31, 2023	BUY	$21.59 - $24.95 $222,787 - $257,459	10,319 New	10,319 $244,000
Q2 2022 Jul 25, 2022	SELL	$24.51 - $28.87 $119,657 - $140,943	-4,882 Reduced 38.09%	7,936 $201,000
Q1 2022 May 02, 2022	SELL	$25.61 - $30.82 $44,894 - $54,027	-1,753 Reduced 12.03%	12,818 $356,000
Q4 2021 Jan 24, 2022	BUY	$28.68 - $31.96 $417,896 - $465,689	14,571 New	14,571 $432,000
Q1 2020 Apr 16, 2020	SELL	$18.68 - $28.22 $215,455 - $325,489	-11,534 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$24.83 - $27.51 $2,060 - $2,283	83 Added 0.72%	11,534 $316,000
Q3 2019 Nov 04, 2019	SELL	$25.08 - $25.94 $110,402 - $114,187	-4,402 Reduced 27.77%	11,451 $288,000
Q2 2019 Jul 24, 2019	SELL	N/A	-69 Reduced 0.43%	15,853 $416,000
Q1 2019 Apr 25, 2019	BUY	N/A	268 Added 1.71%	15,922 $414,000
Q4 2018 Jan 28, 2019	BUY	N/A	4,299 Added 37.86%	15,654 $368,000
Q3 2018 Oct 22, 2018	SELL	N/A	-206 Reduced 1.78%	11,355 $292,000
Q2 2018 Jul 26, 2018	BUY	N/A	186 Added 1.64%	11,561 $299,000
Q1 2018 Apr 26, 2018	SELL	N/A	-103 Reduced 0.9%	11,375 $326,000
Q4 2017 Feb 05, 2018	SELL	N/A	-271 Reduced 2.31%	11,478 $321,000
Q3 2017 Nov 01, 2017	BUY	N/A	11,749	11,749 $316,000

Others Institutions Holding SCHE

# of Institutions

848

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

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Sage Financial Group Inc Schwab Strategic Tr Us Emergin Transaction History