Sage Financial Group Inc Schwab Strategic U.S. Mid Cap Transaction History

Sage Financial Group Inc

$1.35 Billion
Q2 2025

A detailed history of Sage Financial Group Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sage Financial Group Inc holds 950,167 shares of SCHM stock, worth $27 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

950,167

Previous 968,327 1.88%

Holding current value

$27 Million

Previous $25.4 Million 5.05%

% of portfolio

1.97%

Previous 2.05%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$22.92 - $28.05 $416,227 - $509,388	-18,160 Reduced 1.88%	950,167 $26.7 Million
Q1 2025 Apr 22, 2025	BUY	$25.58 - $29.24 $3.49 Million - $3.99 Million	136,527 Added 16.41%	968,327 $25.4 Million
Q4 2024 Jan 23, 2025	BUY	$27.54 - $83.04 $15.3 Million - $46.1 Million	555,618 Added 201.18%	831,800 $23 Million
Q3 2024 Oct 29, 2024	BUY	$75.47 - $83.18 $237,277 - $261,517	3,144 Added 1.15%	276,182 $22.9 Million
Q2 2024 Aug 02, 2024	BUY	$75.69 - $81.19 $587,505 - $630,196	7,762 Added 2.93%	273,038 $21.3 Million
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $250,668 - $280,037	3,439 Added 1.31%	265,276 $21.6 Million
Q4 2023 Jan 18, 2024	BUY	$63.01 - $75.95 $1.96 Million - $2.37 Million	31,161 Added 13.51%	261,837 $19.7 Million
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $453,699 - $502,842	6,797 Added 3.04%	230,676 $15.6 Million
Q2 2023 Jul 27, 2023	BUY	$65.29 - $71.03 $742,934 - $808,250	11,379 Added 5.35%	223,879 $15.9 Million
Q1 2023 Apr 18, 2023	BUY	$64.24 - $73.9 $1.63 Million - $1.87 Million	25,312 Added 13.52%	212,500 $14.4 Million
Q4 2022 Jan 31, 2023	BUY	$61.05 - $69.94 $36,202 - $41,474	593 Added 0.32%	187,188 $12.3 Million
Q3 2022 Oct 27, 2022	BUY	$60.5 - $72.51 $406,802 - $487,557	6,724 Added 3.74%	186,595 $11.3 Million
Q2 2022 Jul 25, 2022	BUY	$60.91 - $76.4 $1.09 Million - $1.37 Million	17,869 Added 11.03%	179,871 $11.3 Million
Q1 2022 May 02, 2022	BUY	$70.66 - $80.89 $240,738 - $275,592	3,407 Added 2.15%	162,002 $12.3 Million
Q4 2021 Jan 24, 2022	SELL	$76.01 - $83.39 $112,570 - $123,500	-1,481 Reduced 0.93%	158,595 $12.8 Million
Q3 2021 Nov 08, 2021	SELL	$74.65 - $80.95 $56,211 - $60,955	-753 Reduced 0.47%	160,076 $12.3 Million
Q2 2021 Aug 16, 2021	SELL	$74.64 - $79.12 $96,136 - $101,906	-1,288 Reduced 0.79%	160,829 $12.6 Million
Q1 2021 Apr 29, 2021	SELL	$67.07 - $76.85 $57,143 - $65,476	-852 Reduced 0.52%	162,117 $12.1 Million
Q4 2020 Jan 28, 2021	BUY	$55.93 - $68.45 $60,348 - $73,857	1,079 Added 0.67%	162,969 $11.1 Million
Q3 2020 Oct 26, 2020	BUY	$51.99 - $58.83 $158,465 - $179,313	3,048 Added 1.92%	161,890 $8.98 Million
Q2 2020 Jul 16, 2020	SELL	$39.01 - $57.03 $173,126 - $253,099	-4,438 Reduced 2.72%	158,842 $8.36 Million
Q1 2020 Apr 16, 2020	SELL	$35.83 - $62.24 $1.08 Million - $1.88 Million	-30,263 Reduced 15.64%	163,280 $6.88 Million
Q4 2019 Jan 30, 2020	BUY	$54.56 - $60.24 $25,152 - $27,770	461 Added 0.24%	193,543 $11.6 Million
Q3 2019 Nov 04, 2019	SELL	$56.23 - $57.59 $236,166 - $241,878	-4,200 Reduced 2.13%	193,082 $10.9 Million
Q2 2019 Jul 24, 2019	BUY	N/A	15,475 Added 8.51%	197,282 $11.3 Million
Q1 2019 Apr 25, 2019	BUY	N/A	5,585 Added 3.17%	181,807 $10.1 Million
Q4 2018 Jan 28, 2019	BUY	N/A	2,761 Added 1.59%	176,222 $8.45 Million
Q3 2018 Oct 22, 2018	BUY	N/A	514 Added 0.3%	173,461 $10 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-1,274 Reduced 0.73%	172,947 $9.49 Million
Q1 2018 Apr 26, 2018	BUY	N/A	6,549 Added 3.91%	174,221 $9.21 Million
Q4 2017 Feb 05, 2018	BUY	N/A	14,746 Added 9.64%	167,672 $8.93 Million
Q3 2017 Nov 01, 2017	BUY	N/A	152,926	152,926 $7.66 Million

Others Institutions Holding SCHM

# of Institutions

1,025

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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 U.S. Mid Cap Transaction History