Sage Financial Group Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Sage Financial Group Inc holds 778,972 shares of SCHV stock, worth $22.6 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
778,972
Previous 775,264 0.48%
Holding current value
$22.6 Million
Previous $21.5 Million 5.71%
% of portfolio
1.54%
Previous 1.58%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$27.61 - $29.15 $102,377 - $108,088
3,708 Added 0.48%
778,972 $22.7 Million
Q2 2025

Jul 22, 2025
SELL
$23.55 - $27.67 $207,946 - $244,326
-8,830 Reduced 1.13%
775,264 $21.5 Million
Q1 2025

Apr 22, 2025
SELL
$25.77 - $27.6 $256,694 - $274,923
-9,961 Reduced 1.25%
784,094 $20.8 Million
Q4 2024

Jan 23, 2025
BUY
$25.79 - $80.4 $13.5 Million - $42.1 Million
523,510 Added 193.5%
794,055 $20.7 Million
Q3 2024

Oct 29, 2024
SELL
$73.43 - $80.37 $238,133 - $260,639
-3,243 Reduced 1.18%
270,545 $21.7 Million
Q2 2024

Aug 02, 2024
SELL
$71.74 - $75.86 $405,115 - $428,381
-5,647 Reduced 2.02%
273,788 $20.3 Million
Q1 2024

Apr 30, 2024
SELL
$68.82 - $75.98 $474,582 - $523,958
-6,896 Reduced 2.41%
279,435 $21.2 Million
Q4 2023

Jan 18, 2024
BUY
$61.16 - $70.24 $1.05 Million - $1.21 Million
17,197 Added 6.39%
286,331 $20.1 Million
Q3 2023

Oct 12, 2023
SELL
$64.45 - $69.39 $354,926 - $382,130
-5,507 Reduced 2.01%
269,134 $17.3 Million
Q2 2023

Jul 27, 2023
SELL
$63.33 - $67.21 $367,187 - $389,683
-5,798 Reduced 2.07%
274,641 $18.4 Million
Q1 2023

Apr 18, 2023
BUY
$62.59 - $69.3 $403,580 - $446,846
6,448 Added 2.35%
280,439 $18.4 Million
Q4 2022

Jan 31, 2023
BUY
$59.13 - $69.24 $739,184 - $865,569
12,501 Added 4.78%
273,991 $18.1 Million
Q3 2022

Oct 27, 2022
BUY
$58.51 - $69.02 $244,513 - $288,434
4,179 Added 1.62%
261,490 $15.3 Million
Q2 2022

Jul 25, 2022
BUY
$60.93 - $72.3 $813,415 - $965,205
13,350 Added 5.47%
257,311 $16.1 Million
Q1 2022

May 02, 2022
BUY
$67.71 - $74.19 $1.4 Million - $1.53 Million
20,618 Added 9.23%
243,961 $17.4 Million
Q4 2021

Jan 24, 2022
BUY
$67.9 - $73.3 $210,829 - $227,596
3,105 Added 1.41%
223,343 $16.4 Million
Q3 2021

Nov 08, 2021
BUY
$66.91 - $71.05 $59,416 - $63,092
888 Added 0.4%
220,238 $14.9 Million
Q2 2021

Aug 16, 2021
BUY
$65.81 - $69.75 $859,215 - $910,656
13,056 Added 6.33%
219,350 $15 Million
Q1 2021

Apr 29, 2021
SELL
$58.71 - $65.66 $231,493 - $258,897
-3,943 Reduced 1.88%
206,294 $13.5 Million
Q4 2020

Jan 28, 2021
BUY
$50.83 - $59.53 $267,874 - $313,723
5,270 Added 2.57%
210,237 $12.5 Million
Q3 2020

Oct 26, 2020
BUY
$49.44 - $54.86 $392,306 - $435,314
7,935 Added 4.03%
204,967 $10.7 Million
Q2 2020

Jul 16, 2020
SELL
$42.21 - $55.29 $341,267 - $447,019
-8,085 Reduced 3.94%
197,032 $9.87 Million
Q1 2020

Apr 16, 2020
BUY
$38.4 - $61.03 $47,692 - $75,799
1,242 Added 0.61%
205,117 $9.08 Million
Q4 2019

Jan 30, 2020
BUY
$54.73 - $60.25 $78,373 - $86,278
1,432 Added 0.71%
203,875 $12.3 Million
Q3 2019

Nov 04, 2019
SELL
$56.56 - $57.5 $684,376 - $695,750
-12,100 Reduced 5.64%
202,443 $11.5 Million
Q2 2019

Jul 24, 2019
BUY
N/A
3,124 Added 1.48%
214,543 $12 Million
Q1 2019

Apr 25, 2019
BUY
N/A
6,862 Added 3.35%
211,419 $11.6 Million
Q4 2018

Jan 28, 2019
BUY
N/A
22,275 Added 12.22%
204,557 $10.1 Million
Q3 2018

Oct 22, 2018
BUY
N/A
1,075 Added 0.59%
182,282 $10.2 Million
Q2 2018

Jul 26, 2018
BUY
N/A
943 Added 0.52%
181,207 $9.63 Million
Q1 2018

Apr 26, 2018
BUY
N/A
3,300 Added 1.86%
180,264 $9.53 Million
Q4 2017

Feb 05, 2018
BUY
N/A
20,537 Added 13.13%
176,964 $9.68 Million
Q3 2017

Nov 01, 2017
BUY
N/A
156,427
156,427 $8.11 Million

Others Institutions Holding SCHV

# of Institutions
974
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Sage Financial Group Inc Portfolio

Follow Sage Financial Group Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email