Sage Financial Management Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Sage Financial Management Group, Inc.

$313 Million
Q3 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 76,676 shares of SCHA stock, worth $2.15 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

76,676

Previous 77,293 0.8%

Holding current value

$2.15 Million

Previous $1.96 Million 9.36%

% of portfolio

0.68%

Previous 0.68%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$25.29 - $28.33 $15,603 - $17,479	-617 Reduced 0.8%	76,676 $2.14 Million
Q2 2025 Jul 21, 2025	SELL	$20.42 - $25.3 $137,692 - $170,597	-6,743 Reduced 8.02%	77,293 $1.96 Million
Q1 2025 Apr 23, 2025	SELL	$23.16 - $27.04 $99,009 - $115,596	-4,275 Reduced 4.84%	84,036 $1.97 Million
Q4 2024 Jan 23, 2025	BUY	$25.33 - $51.16 $1.1 Million - $2.23 Million	43,510 Added 97.12%	88,311 $2.28 Million
Q3 2024 Oct 17, 2024	BUY	$46.9 - $51.96 $2.1 Million - $2.33 Million	44,801 New	44,801 $2.31 Million
Q1 2024 May 01, 2024	BUY	$44.84 - $49.24 $138,779 - $152,397	3,095 Added 7.26%	45,747 $2.25 Million
Q4 2023 Jan 17, 2024	SELL	$38.13 - $48.02 $16,510 - $20,792	-433 Reduced 1.0%	42,652 $2.02 Million
Q3 2023 Oct 12, 2023	BUY	$40.85 - $46.1 $1.76 Million - $1.99 Million	43,085 New	43,085 $1.79 Million
Q1 2023 May 01, 2023	SELL	$39.82 - $46.36 $356,906 - $415,524	-8,963 Reduced 10.35%	77,598 $3.25 Million
Q4 2022 Jan 20, 2023	BUY	$38.25 - $43.54 $192,818 - $219,485	5,041 Added 6.18%	86,561 $3.51 Million
Q3 2022 Oct 24, 2022	SELL	$37.65 - $45.9 $252,556 - $307,897	-6,708 Reduced 7.6%	81,520 $3.08 Million
Q2 2022 Aug 02, 2022	BUY	$37.88 - $48.01 $234,856 - $297,662	6,200 Added 7.56%	88,228 $3.44 Million
Q1 2022 Apr 28, 2022	BUY	$44.42 - $51.73 $1.92 Million - $2.24 Million	43,321 Added 111.92%	82,028 $3.89 Million
Q4 2021 Feb 08, 2022	BUY	$48.64 - $55.07 $1.88 Million - $2.13 Million	38,707 New	38,707 $3.96 Million
Q3 2021 Oct 26, 2021	SELL	$48.3 - $52.49 $1.67 Million - $1.82 Million	-34,665 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$48.39 - $52.91 $30,630 - $33,492	633 Added 1.86%	34,665 $3.61 Million
Q1 2021 May 11, 2021	SELL	$43.89 - $52.63 $9.21 Million - $11 Million	-209,756 Reduced 86.04%	34,032 $3.39 Million
Q4 2020 Feb 08, 2021	BUY	$34.66 - $45.17 $7.08 Million - $9.22 Million	204,205 Added 515.89%	243,788 $3.52 Million
Q4 2020 Feb 08, 2021	BUY	$34.66 - $45.17 $1.37 Million - $1.79 Million	39,583 New	39,583 $3.52 Million

Others Institutions Holding SCHA

# of Institutions

1,300

Shares Held

258M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Management Group, Inc. with notifications on news.

Account

Sage Financial Management Group, Inc. Schwab Strategic Tr Us Small C Transaction History