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 968,329 shares of SCHX stock, worth $24.4 Million. This represents 8.19% of its overall portfolio holdings.

Number of Shares

968,329

Previous 902,778 7.26%

Holding current value

$24.4 Million

Previous $19.9 Million 18.73%

% of portfolio

8.19%

Previous 7.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$19.6 - $24.44 $1.28 Million - $1.6 Million	65,551 Added 7.26%	968,329 $23.7 Million
Q1 2025 Apr 23, 2025	SELL	$21.75 - $24.28 $41,847 - $46,714	-1,924 Reduced 0.21%	902,778 $19.9 Million
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $13.5 Million - $41.2 Million	602,914 Added 199.78%	904,702 $21 Million
Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $18.4 Million - $20.5 Million	301,788 New	301,788 $20.5 Million
Q1 2024 May 01, 2024	BUY	$55.41 - $62.08 $719,665 - $806,295	12,988 Added 4.46%	304,251 $18.9 Million
Q4 2023 Jan 17, 2024	SELL	$48.47 - $56.6 $236,436 - $276,094	-4,878 Reduced 1.65%	291,263 $16.4 Million
Q3 2023 Oct 12, 2023	BUY	$50.36 - $54.21 $14.9 Million - $16.1 Million	296,141 New	296,141 $15 Million
Q1 2023 May 01, 2023	SELL	$44.78 - $49.41 $5.74 Million - $6.33 Million	-128,168 Reduced 22.49%	441,712 $21.4 Million
Q4 2022 Jan 20, 2023	BUY	$42.25 - $48.16 $2.81 Million - $3.21 Million	66,556 Added 13.22%	569,880 $25.7 Million
Q3 2022 Oct 24, 2022	SELL	$42.35 - $51.01 $2.64 Million - $3.18 Million	-62,300 Reduced 11.01%	503,324 $21.3 Million
Q2 2022 Aug 02, 2022	BUY	$43.35 - $54.51 $3.28 Million - $4.12 Million	75,622 Added 15.43%	565,624 $25.3 Million
Q1 2022 Apr 28, 2022	BUY	$49.51 - $57.27 $12.4 Million - $14.4 Million	251,386 Added 105.35%	490,002 $26.4 Million
Q4 2021 Feb 08, 2022	BUY	$51.9 - $57.29 $12.4 Million - $13.7 Million	238,616 New	238,616 $27.2 Million
Q3 2021 Oct 26, 2021	SELL	$51.52 - $54.94 $12.8 Million - $13.6 Million	-248,377 Closed	0 $0
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $187,624 - $200,706	-3,859 Reduced 1.53%	248,377 $25.8 Million
Q1 2021 May 11, 2021	BUY	$44.9 - $48.34 $10.3 Million - $11.1 Million	230,407 Added 1055.51%	252,236 $24.2 Million
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $9.39 Million - $10.9 Million	-238,671 Reduced 91.62%	21,829 $23.7 Million
Q4 2020 Feb 08, 2021	BUY	$39.35 - $45.48 $10.3 Million - $11.8 Million	260,500 New	260,500 $23.7 Million

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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