Sage Financial Management Group, Inc. Reduced Holdings in Q2 2025

Sage Financial Management Group, Inc.

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-73.7K
- 10.94%
$75.05 - $77.34 $5.53M - $5.7M
600K $46.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-53K
- 28.89%
$77.94 - $79.5 $4.13M - $4.21M
130K $10.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.3K
- 5.12%
$24.32 - $27.87 $372K - $427K
284K $7.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.05K
- 20.74%
$90.56 - $109.49 $457K - $553K
19.3K $2.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.2K
- 13.4%
$51.16 - $62.02 $624K - $756K
78.8K $4.89M
SUB
Ishares Short Term National Mu

ETFs
-3.07K
- 49.2%
$104.77 - $106.34 $322K - $327K
3.17K $337K
MUB
Ishares National Muni Bond ETF

ETFs
-2.43K
- 15.42%
$102.31 - $105.8 $249K - $257K
13.3K $1.39M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.05K
- 11.59%
$35.35 - $42.68 $320K - $386K
69K $2.94M
FNDB
Schwab Fundamental U S Broad M

ETFs
-6.93K
- 39.52%
$20.36 - $23.98 $141K - $166K
10.6K $254K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.6K
- 7.44%
$22.68 - $23.28 $104K - $107K
57.3K $1.33M
VGSH
Vanguard

ETFs
-466
- 7.34%
$58.32 - $58.95 $27.2K - $27.5K
5.88K $346K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.74K
- 8.02%
$20.42 - $25.3 $138K - $171K
77.3K $1.96M
IWR
Ishares Russell Mid Cap ETF

ETFs
-280
- 7.84%
$74.88 - $91.97 $21K - $25.8K
3.29K $303K
VBR
Vanguard Small Cap Value ETF

ETFs
-38
- 2.59%
$162.76 - $195.77 $6.18K - $7.44K
1.43K $278K
VBK
Vanguard Small Cap Growth ETF

ETFs
-42
- 4.57%
$219.76 - $276.94 $9.23K - $11.6K
877 $243K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.54K
- 9.23%
$456.74 - $568.03 $702K - $872K
15.1K $8.58M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-131
- 4.15%
$91.62 - $116.16 $12K - $15.2K
3.03K $352K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-68
- 1.4%
$59.98 - $74.92 $4.08K - $5.09K
4.8K $358K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-477
- 9.42%
$113.67 - $150.4 $54.2K - $71.7K
4.59K $690K
USXF
Ishares Esg Advanced Msci Usa

Technology
-46
- 0.58%
$41.54 - $53.93 $1.91K - $2.48K
7.88K $425K
IVW
Ishares S&P 500 Growth ETF

ETFs
-140
- 1.55%
$82.96 - $110.1 $11.6K - $15.4K
8.92K $982K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.8K
- 2.68%
$22.92 - $28.05 $87K - $107K
138K $3.87M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.54K
- 8.28%
$104.23 - $134.39 $369K - $476K
39.2K $5.27M
VV
Vanguard Large Cap ETF

ETFs
-1.07K
- 4.41%
$228.25 - $285.3 $243K - $304K
23.1K $6.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-21K
- 5.09%
$17.76 - $22.1 $373K - $464K
392K $8.66M
SPYG
Spdr Portfolio

ETFs
-11.5K
- 8.48%
$71.83 - $95.32 $826K - $1.1M
124K $11.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.1K
- 4.0%
$22.27 - $29.21 $293K - $384K
316K $9.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
-24.4K
- 5.45%
$54.19 - $67.22 $1.32M - $1.64M
424K $28.5M
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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