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 $4.01 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

137,383

Previous 138,064 0.49%

Holding current value

$4.01 Million

Previous $3.87 Million 5.14%

% of portfolio

1.3%

Previous 1.34%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$28.15 - $30.13 $19,170 - $20,518	-681 Reduced 0.49%	137,383 $4.07 Million
Q2 2025 Jul 21, 2025	SELL	$22.92 - $28.05 $87,027 - $106,505	-3,797 Reduced 2.68%	138,064 $3.87 Million
Q1 2025 Apr 23, 2025	SELL	$25.58 - $29.24 $115,877 - $132,457	-4,530 Reduced 3.09%	141,861 $3.72 Million
Q4 2024 Jan 23, 2025	BUY	$27.54 - $83.04 $2.68 Million - $8.08 Million	97,344 Added 198.47%	146,391 $4.06 Million
Q3 2024 Oct 17, 2024	BUY	$75.47 - $83.18 $3.7 Million - $4.08 Million	49,047 New	49,047 $4.08 Million

Q1 2024 May 01, 2024	BUY	$72.89 - $81.43 $181,641 - $202,923	2,492 Added 5.34%	49,149 $4 Million
Q4 2023 Jan 17, 2024	SELL	$63.01 - $75.95 $39,633 - $47,772	-629 Reduced 1.33%	46,657 $3.51 Million
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $3.16 Million - $3.5 Million	47,286 New	47,286 $3.2 Million
Q1 2023 May 01, 2023	SELL	$64.24 - $73.9 $644,584 - $741,512	-10,034 Reduced 11.81%	74,944 $5.09 Million
Q4 2022 Jan 20, 2023	BUY	$61.05 - $69.94 $577,410 - $661,492	9,458 Added 12.52%	84,978 $5.58 Million
Q3 2022 Oct 24, 2022	SELL	$60.5 - $72.51 $528,709 - $633,664	-8,739 Reduced 10.37%	75,520 $4.57 Million
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $66,879 - $83,887	1,098 Added 1.32%	84,259 $5.29 Million
Q1 2022 Apr 28, 2022	BUY	$70.66 - $80.89 $138,705 - $158,787	1,963 Added 2.42%	83,161 $6.31 Million
Q4 2021 Feb 08, 2022	BUY	$76.01 - $83.39 $6.17 Million - $6.77 Million	81,198 New	81,198 $6.53 Million
Q3 2021 Oct 26, 2021	SELL	$74.65 - $80.95 $6.03 Million - $6.54 Million	-80,794 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$74.64 - $79.12 $28,661 - $30,382	384 Added 0.48%	80,794 $6.32 Million
Q1 2021 May 11, 2021	BUY	$67.07 - $76.85 $3.95 Million - $4.52 Million	58,876 Added 273.41%	80,410 $5.99 Million
Q4 2020 Feb 08, 2021	SELL	$55.93 - $68.45 $3.69 Million - $4.52 Million	-65,993 Reduced 75.4%	21,534 $5.97 Million
Q4 2020 Feb 08, 2021	BUY	$55.93 - $68.45 $4.9 Million - $5.99 Million	87,527 New	87,527 $5.97 Million

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Sage Financial Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History