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 44,801 shares of SCHA stock, worth $1.21 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
44,801
Holding current value
$1.21 Million
% of portfolio
0.89%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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