Sage Financial Group Inc Incresed Positions in Q3 2025

Sage Financial Group Inc

  • $1.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
199K
+ 0.8%
$24.46 - $26.5 $4.87M - $5.28M
25M $659M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28.5K
+ 5.17%
$108.46 - $120.63 $3.09M - $3.44M
580K $68.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.8K
+ 3.84%
$62.09 - $66.51 $3.15M - $3.38M
1.37M $89.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
54.5K
+ 7.71%
$49.43 - $54.52 $2.69M - $2.97M
761K $41.2M
VTV
Vanguard Value ETF

ETFs
472
+ 0.13%
$175.51 - $186.57 $82.8K - $88.1K
359K $67M
VNQ
Vanguard Specialized Funds Van

ETFs
28.8K
+ 13.74%
$88.47 - $93.24 $2.54M - $2.68M
238K $21.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.44K
+ 0.23%
$66.38 - $71.68 $95.5K - $103K
622K $44.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.22K
+ 1.04%
$25.29 - $28.33 $183K - $204K
698K $19.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.6K
+ 1.22%
$28.15 - $30.13 $326K - $349K
962K $28.5M
VO
Vanguard Mid Cap ETF

ETFs
2.5K
+ 4.36%
$279.83 - $293.74 $700K - $734K
59.8K $17.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
689
+ 0.44%
$79.39 - $90.39 $54.7K - $62.3K
159K $14.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.71K
+ 0.48%
$27.61 - $29.15 $102K - $108K
779K $22.7M
VB
Vanguard Small Cap ETF

ETFs
975
+ 1.9%
$237.58 - $259.17 $232K - $253K
52.4K $13.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.45K
+ 7.33%
$60.01 - $65.01 $387K - $419K
94.3K $6.13M
VBR
Vanguard Small Cap Value ETF

ETFs
489
+ 1.07%
$195.41 - $212.37 $95.6K - $104K
46.3K $9.66M
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.9K
+ 3.5%
$26.44 - $27.1 $553K - $566K
617K $16.6M
EFV
Msci Eafe Value ETF

ETFs
5.51K
+ 13.48%
$62.79 - $68.42 $346K - $377K
46.4K $3.15M
IGF
Ishares Global Infrastructure

ETFs
5.38K
+ 4.99%
$58.29 - $61.43 $314K - $331K
113K $6.91M
VOT
Vanguard Mid Cap Growth Index

ETFs
675
+ 1.93%
$282.75 - $294.19 $191K - $199K
35.6K $10.5M
IVV
Ishares Core S&P 500 ETF

ETFs
126
+ 1.94%
$620.67 - $670.08 $78.2K - $84.4K
6.63K $4.44M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
228
+ 0.54%
$87.95 - $94.49 $20.1K - $21.5K
42.5K $3.99M
ITOT
Ishares Core S&P Total U.S. St

ETFs
400
+ 2.16%
$135.0 - $146.02 $54K - $58.4K
18.9K $2.76M
MUB
Ishares National Muni Bond ETF

ETFs
1.82K
+ 9.97%
$103.24 - $106.68 $188K - $194K
20.1K $2.14M
EFG
Msci Eafe Growth ETF

ETFs
1.83K
+ 25.59%
$106.99 - $114.46 $196K - $210K
8.99K $1.02M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
248
+ 0.54%
$41.34 - $45.65 $10.3K - $11.3K
46.1K $2.08M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.52K
+ 7.88%
$50.47 - $50.74 $178K - $179K
48.2K $2.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.08%
$192.76 - $203.86 $2.89K - $3.06K
18.7K $3.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
179
+ 0.67%
$87.69 - $96.0 $15.7K - $17.2K
27K $2.54M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.1K
+ 15.51%
$50.81 - $51.07 $157K - $158K
23.1K $1.18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.01%
$115.96 - $125.95 $116 - $126
12.7K $1.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
406
+ 2.2%
$87.07 - $93.06 $35.4K - $37.8K
18.9K $1.73M
IXUS
Ishares Tr

ETFs
44
+ 0.21%
$76.35 - $82.58 $3.36K - $3.63K
20.6K $1.7M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
354
+ 1.18%
$41.58 - $44.7 $14.7K - $15.8K
30.4K $1.33M
IJS
Ishares S&P Smallcap 600 Value

ETFs
228
+ 4.41%
$98.99 - $112.2 $22.6K - $25.6K
5.4K $596K
FNDX
Schwab Fundamental U S Large C

ETFs
583
+ 1.61%
$24.38 - $26.34 $14.2K - $15.4K
36.8K $968K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
14
+ 0.06%
$30.13 - $33.37 $422 - $467
23.3K $775K
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 1.45%
$546.99 - $602.2 $10.4K - $11.4K
1.33K $799K
GLD
Spdr Gold Trust

ETFs
74
+ 8.12%
$300.96 - $355.47 $22.3K - $26.3K
985 $350K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.84K
+ 6.62%
$26.38 - $27.95 $48.4K - $51.3K
29.6K $806K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
51
+ 0.33%
$39.06 - $43.42 $1.99K - $2.21K
15.7K $683K
IVW
Ishares S&P 500 Growth ETF

ETFs
74
+ 1.33%
$108.97 - $121.65 $8.06K - $9K
5.64K $680K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
128
+ 1.48%
$62.54 - $68.42 $8.01K - $8.76K
8.8K $594K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
237
+ 3.6%
$87.05 - $93.19 $20.6K - $22.1K
6.83K $634K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.09%
$126.64 - $135.65 $507 - $543
4.38K $594K
IEMG
Ishares Inc

ETFs
707
+ 10.84%
N/A
7.23K $387K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
72
+ 2.05%
$132.9 - $142.03 $9.57K - $10.2K
3.58K $504K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
109
+ 0.61%
$23.82 - $25.84 $2.6K - $2.82K
17.9K $459K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
254
+ 2.93%
$97.75 - $100.75 $24.8K - $25.6K
8.92K $894K
IAT
Ishares Tr

ETFs
65
+ 0.65%
$48.92 - $54.5 $3.18K - $3.54K
10.1K $530K
Activity Summary
Buys All Purchases 60 New Holdings 1 Increased Positions 59 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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