Sage Financial Group Inc Incresed Positions in Q4 2024

Sage Financial Group Inc

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.5M
+ 197.65%
$22.4 - $68.28 $370M - $1.13B
24.9M $576M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
68.3K
+ 29.12%
$44.04 - $49.49 $3.01M - $3.38M
303K $13.3M
IGF
Ishares Global Infrastructure

ETFs
40.3K
+ 48.9%
$51.2 - $55.7 $2.06M - $2.24M
123K $6.41M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
81.6K
+ 83.19%
$20.98 - $21.19 $1.71M - $1.73M
180K $3.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.93K
+ 3.29%
$521.84 - $558.82 $1.01M - $1.08M
60.8K $32.7M
VNQ
Vanguard Specialized Funds Van

ETFs
29.2K
+ 22.01%
$87.85 - $98.6 $2.57M - $2.88M
162K $14.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
34.9K
+ 51.16%
$52.1 - $57.26 $1.82M - $2M
103K $5.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.2K
+ 1.76%
$61.68 - $67.87 $1.37M - $1.5M
1.28M $79.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 3.3%
$113.92 - $127.38 $1.87M - $2.09M
514K $59.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
215
+ 0.74%
$370.24 - $418.94 $79.6K - $90.1K
29.4K $11.8M
VTI
Vanguard Total Stock Market Et

ETFs
2.42K
+ 14.59%
$280.04 - $302.45 $678K - $733K
19K $5.51M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.55K
+ 24.89%
$106.33 - $110.69 $803K - $836K
37.9K $4.04M
VO
Vanguard Mid Cap ETF

ETFs
1.24K
+ 3.65%
$261.5 - $284.63 $323K - $352K
35.1K $9.26M
IVV
Ishares Core S&P 500 ETF

ETFs
385
+ 6.5%
$570.51 - $610.59 $220K - $235K
6.31K $3.71M
VB
Vanguard Small Cap ETF

ETFs
728
+ 3.42%
$233.76 - $261.58 $170K - $190K
22K $5.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.51K
+ 12.34%
$50.37 - $50.6 $227K - $228K
41K $2.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.5K
+ 68.4%
$55.45 - $61.08 $250K - $275K
11.1K $614K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.16K
+ 11.75%
$51.54 - $52.55 $215K - $219K
39.6K $2.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
379K
+ 278.54%
$25.93 - $105.3 $9.82M - $39.9M
515K $14.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
619
+ 3.38%
$124.26 - $134.12 $76.9K - $83K
18.9K $2.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
556K
+ 201.18%
$27.54 - $83.04 $15.3M - $46.1M
832K $23M
IJS
Ishares S&P Smallcap 600 Value

ETFs
616
+ 13.91%
$104.59 - $118.05 $64.4K - $72.7K
5.04K $547K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.63K
+ 6.46%
$41.64 - $45.75 $68K - $74.7K
26.9K $1.13M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.53K
+ 19.75%
$33.39 - $37.66 $84.5K - $95.4K
15.4K $512K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
830
+ 14.12%
$68.01 - $70.67 $56.4K - $58.7K
6.71K $457K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
276
+ 8.98%
$121.89 - $135.52 $33.6K - $37.4K
3.35K $418K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
684
+ 5.59%
$50.67 - $50.9 $34.7K - $34.8K
12.9K $655K
IAT
Ishares Tr

ETFs
69
+ 0.7%
$46.07 - $56.9 $3.18K - $3.93K
9.92K $499K
GLD
Spdr Gold Trust

ETFs
116
+ 7.19%
$236.59 - $257.5 $27.4K - $29.9K
1.73K $418K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.9K
+ 19.12%
$26.63 - $30.23 $50.5K - $57.3K
11.8K $314K
BND
Vanguard Bd Index Fd Inc Total

ETFs
708
+ 6.62%
$71.75 - $75.11 $50.8K - $53.2K
11.4K $819K
MUB
Ishares National Muni Bond ETF

ETFs
214
+ 6.81%
$105.78 - $108.7 $22.6K - $23.3K
3.36K $357K
VBR
Vanguard Small Cap Value ETF

ETFs
590
+ 1.4%
$197.36 - $217.3 $116K - $128K
42.9K $8.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
821
+ 11.58%
$58.88 - $64.8 $48.3K - $53.2K
7.91K $466K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.09%
$118.0 - $127.04 $472 - $508
4.35K $529K
IEMG
Ishares Inc

ETFs
16
+ 0.16%
N/A
10.2K $547K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
700
+ 4.44%
$96.64 - $101.23 $67.6K - $70.9K
16.5K $1.6M
JPIB
Jpmorgan International Bond Op

ETFs
63
+ 1.16%
$47.26 - $48.47 $2.98K - $3.05K
5.52K $260K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.32%
$189.5 - $206.17 $758 - $825
1.26K $241K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.9K
+ 186.25%
$22.01 - $66.82 $261K - $792K
18.2K $413K
FNDX
Schwab Fundamental U S Large C

ETFs
24.3K
+ 197.54%
$23.49 - $71.77 $572K - $1.75M
36.7K $868K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18
+ 0.17%
$44.87 - $46.86 $808 - $843
10.7K $480K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.9K
+ 197.06%
$26.93 - $84.95 $536K - $1.69M
30K $819K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
311
+ 1.25%
$89.9 - $100.66 $28K - $31.3K
25.2K $2.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.29K
+ 86.89%
$18.41 - $40.87 $97.4K - $216K
11.4K $210K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
119
+ 1.89%
$75.65 - $83.47 $9K - $9.93K
6.41K $488K
IXUS
Ishares Tr

ETFs
101
+ 0.49%
$65.95 - $72.56 $6.66K - $7.33K
20.5K $1.36M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
44
+ 0.04%
$45.38 - $46.88 $2K - $2.06K
118K $5.37M
SCHA
Schwab Strategic Tr Us Small C

ETFs
324K
+ 95.09%
$25.33 - $51.16 $8.2M - $16.6M
665K $17.2M
Activity Summary
Buys All Purchases 54 New Holdings 1 Increased Positions 53 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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