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

Sage Financial Management Group, Inc.

  • $289 Million
  • Q2 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 315,531 shares of SCHG stock, worth $9.59 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
315,531
Previous 328,667 4.0%
Holding current value
$9.59 Million
Previous $8.23 Million 11.99%
% of portfolio
3.19%
Previous 2.99%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$22.27 - $29.21 $292,538 - $383,702
-13,136 Reduced 4.0%
315,531 $9.22 Million
Q1 2025

Apr 23, 2025
SELL
$24.91 - $29.02 $343,035 - $399,634
-13,771 Reduced 4.02%
328,667 $8.23 Million
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $6.58 Million - $26.7 Million
253,601 Added 285.47%
342,438 $9.54 Million
Q3 2024

Oct 17, 2024
BUY
$92.63 - $105.69 $8.23 Million - $9.39 Million
88,837 New
88,837 $9.26 Million
Q1 2024

May 01, 2024
BUY
$80.6 - $93.32 $681,956 - $789,580
8,461 Added 10.33%
90,390 $8.38 Million
Q4 2023

Jan 17, 2024
SELL
$70.08 - $83.37 $83,044 - $98,793
-1,185 Reduced 1.43%
81,929 $6.8 Million
Q3 2023

Oct 12, 2023
BUY
$71.99 - $78.02 $5.98 Million - $6.48 Million
83,114 New
83,114 $6.04 Million
Q1 2023

May 01, 2023
SELL
$54.19 - $65.17 $1.99 Million - $2.39 Million
-36,631 Reduced 19.1%
155,115 $10.1 Million
Q4 2022

Jan 20, 2023
BUY
$54.31 - $60.76 $1.36 Million - $1.52 Million
24,987 Added 14.98%
191,746 $10.7 Million
Q3 2022

Oct 24, 2022
SELL
$55.81 - $69.25 $1.56 Million - $1.93 Million
-27,922 Reduced 14.34%
166,759 $9.31 Million
Q2 2022

Aug 02, 2022
SELL
$55.73 - $76.55 $82,313 - $113,064
-1,477 Reduced 0.75%
194,681 $11.3 Million
Q1 2022

Apr 28, 2022
BUY
$65.63 - $82.62 $6.52 Million - $8.21 Million
99,390 Added 102.71%
196,158 $14.7 Million
Q4 2021

Feb 08, 2022
BUY
$73.11 - $83.4 $7.07 Million - $8.07 Million
96,768 New
96,768 $15.8 Million
Q3 2021

Oct 26, 2021
SELL
$73.24 - $78.94 $7.66 Million - $8.26 Million
-104,614 Closed
0 $0
Q2 2021

Aug 03, 2021
SELL
$65.3 - $73.24 $38,788 - $43,504
-594 Reduced 0.56%
104,614 $15.3 Million
Q1 2021

May 11, 2021
BUY
$61.41 - $68.35 $6.42 Million - $7.14 Million
104,467 Added 14098.11%
105,208 $13.7 Million
Q4 2020

Feb 08, 2021
SELL
$55.95 - $64.38 $6.31 Million - $7.26 Million
-112,785 Reduced 99.35%
741 $14.6 Million
Q4 2020

Feb 08, 2021
BUY
$55.95 - $64.38 $6.35 Million - $7.31 Million
113,526 New
113,526 $14.6 Million

Others Institutions Holding SCHG

# of Institutions
1,577
Shares Held
766M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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