Sage Financial Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 137,383 shares of SCHM stock, worth $4.06 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
137,383
Previous 138,064
0.49%
Holding current value
$4.06 Million
Previous $3.87 Million
5.14%
% of portfolio
1.3%
Previous 1.34%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$874 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$319 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$280 Million3.22% of portfolio