Sage Financial Management Group, Inc. Reduced Holdings in Q1 2025

Sage Financial Management Group, Inc.

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.8K
- 4.02%
$24.91 - $29.02 $343K - $400K
329K $8.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.92K
- 0.21%
$21.75 - $24.28 $41.8K - $46.7K
903K $19.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-177
- 1.05%
$507.05 - $563.67 $89.7K - $99.8K
16.6K $8.55M
VV
Vanguard Large Cap ETF

ETFs
-334
- 1.36%
$253.32 - $282.66 $84.6K - $94.4K
24.2K $6.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.19K
- 1.51%
$40.03 - $46.81 $47.8K - $55.9K
78.1K $3.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.53K
- 3.09%
$25.58 - $29.24 $116K - $132K
142K $3.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-658
- 2.63%
$102.49 - $119.96 $67.4K - $78.9K
24.4K $2.55M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.28K
- 4.84%
$23.16 - $27.04 $99K - $116K
84K $1.97M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-247
- 5.01%
$522.96 - $601.18 $129K - $148K
4.68K $2.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.08K
- 3.4%
$126.11 - $135.06 $262K - $281K
59.1K $7.62M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-163
- 3.12%
$126.86 - $146.45 $20.7K - $23.9K
5.07K $644K
IVW
Ishares S&P 500 Growth ETF

ETFs
-64
- 0.7%
$92.45 - $106.69 $5.92K - $6.83K
9.06K $841K
MUB
Ishares National Muni Bond ETF

ETFs
-570
- 3.49%
$104.71 - $107.69 $59.7K - $61.4K
15.8K $1.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
-486
- 11.97%
$82.81 - $92.93 $40.2K - $45.2K
3.57K $304K
UNP
Union Pacific Corp

Industrials
-230
- 9.6%
$225.21 - $254.42 $51.8K - $58.5K
2.17K $511K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-71
- 3.62%
$121.0 - $142.28 $8.59K - $10.1K
1.89K $235K
VGSH
Vanguard

ETFs
-171
- 2.62%
$58.07 - $58.69 $9.93K - $10K
6.35K $372K
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.73%
$142.64 - $156.42 $1.43K - $1.56K
1.36K $204K
SUB
Ishares Short Term National Mu

ETFs
-16
- 0.26%
$105.3 - $106.24 $1.68K - $1.7K
6.24K $659K
PG
Procter & Gamble CO

Consumer Defensive
-13
- 1.02%
$158.56 - $176.26 $2.06K - $2.29K
1.27K $216K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-214
- 0.34%
$22.46 - $23.26 $4.81K - $4.98K
61.9K $1.43M
JNJ
Johnson & Johnson

Healthcare
-50
- 1.51%
$142.06 - $167.7 $7.1K - $8.39K
3.26K $540K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-351
- 0.08%
$18.36 - $20.51 $6.44K - $7.2K
413K $8.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-54
- 0.06%
$74.85 - $84.89 $4.04K - $4.58K
95.9K $7.84M
Activity Summary
Buys All Purchases 14 New Holdings 2 Increased Positions 12 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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