Sage Financial Group Inc Schwab Us Aggregate Bond ETF Transaction History

Sage Financial Group Inc

  • $1.24 Billion
  • Q1 2025

A detailed history of Sage Financial Group Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage Financial Group Inc holds 9,652 shares of SCHZ stock, worth $223,926. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,652
Holding current value
$223,926
% of portfolio
0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$22.46 - $23.26 $216,783 - $224,505
9,652 New
9,652 $223,000
Q1 2024

Apr 30, 2024
SELL
$45.44 - $46.67 $162,993 - $167,405
-3,587 Reduced 20.37%
14,022 $645,000
Q4 2023

Jan 18, 2024
BUY
$43.09 - $46.83 $196,404 - $213,451
4,558 Added 34.92%
17,609 $820,000
Q1 2023

Apr 18, 2023
SELL
$45.33 - $47.44 $81,186 - $84,965
-1,791 Reduced 12.07%
13,051 $612,000
Q4 2022

Jan 31, 2023
SELL
$44.04 - $47.03 $37,169 - $39,693
-844 Reduced 5.38%
14,842 $677,000
Q3 2022

Oct 27, 2022
BUY
$44.98 - $49.09 $483,534 - $527,717
10,750 Added 217.79%
15,686 $711,000
Q2 2022

Jul 25, 2022
BUY
$46.62 - $50.36 $230,116 - $248,576
4,936 New
4,936 $236,000
Q1 2022

May 02, 2022
SELL
$50.05 - $53.52 $3.18 Million - $3.4 Million
-63,599 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$53.63 - $54.52 $2.55 Million - $2.59 Million
47,506 Added 295.2%
63,599 $3.43 Million
Q2 2021

Aug 16, 2021
SELL
$53.9 - $54.6 $91,522 - $92,710
-1,698 Reduced 9.54%
16,093 $879,000
Q1 2021

Apr 29, 2021
BUY
$53.75 - $55.97 $61,597 - $64,141
1,146 Added 6.88%
17,791 $960,000
Q4 2020

Jan 28, 2021
BUY
$55.56 - $56.23 $222 - $224
4 Added 0.02%
16,645 $933,000
Q2 2020

Jul 16, 2020
SELL
$54.35 - $56.24 $107,341 - $111,074
-1,975 Reduced 10.61%
16,641 $936,000
Q1 2020

Apr 16, 2020
BUY
$50.33 - $56.09 $10,518 - $11,722
209 Added 1.14%
18,616 $1.01 Million
Q4 2019

Jan 30, 2020
BUY
$53.21 - $54.14 $15,058 - $15,321
283 Added 1.56%
18,407 $983,000
Q3 2019

Nov 04, 2019
BUY
$53.15 - $53.86 $2,126 - $2,154
40 Added 0.22%
18,124 $976,000
Q2 2019

Jul 24, 2019
SELL
N/A
-532 Reduced 2.86%
18,084 $958,000
Q1 2019

Apr 25, 2019
SELL
N/A
-9,481 Reduced 33.74%
18,616 $966,000
Q4 2018

Jan 28, 2019
BUY
N/A
28,097 New
28,097 $1.42 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-22,408 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
22,408
22,408 $1.17 Million

Others Institutions Holding SCHZ

# of Institutions
688
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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