SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 950,630 Value ($000) $25,581 Avg Close — Range —
Q3 2025
Shares 954,533 Value ($000) $25,142 Avg Close — Range —
Q2 2025
Shares 968,329 Value ($000) $24 Avg Close — Range —
Q1 2025
Shares 902,778 Value ($000) $20 Avg Close — Range —
Q4 2024
Shares 904,702 Value ($000) $21 Avg Close — Range —
Q3 2024
Shares 301,788 Value ($000) $20 Avg Close — Range —
Q1 2024
Shares 304,251 Value ($000) $19 Avg Close — Range —
Q4 2023
Shares 291,263 Value ($000) $16 Avg Close — Range —
Q3 2023
Shares 296,141 Value ($000) $15 Avg Close — Range —
Q1 2023
Shares 441,712 Value ($000) $21 Avg Close — Range —
Q4 2022
Shares 569,880 Value ($000) $26 Avg Close — Range —
Q3 2022
Shares 503,324 Value ($000) $21,316 Avg Close — Range —
Q2 2022
Shares 565,624 Value ($000) $25,261 Avg Close — Range —
Q1 2022
Shares 490,002 Value ($000) $26,387 Avg Close — Range —
Q4 2021
Shares 238,616 Value ($000) $27,160 Avg Close — Range —
Q2 2021
Shares 248,377 Value ($000) $25,824 Avg Close — Range —
Q1 2021
Shares 252,236 Value ($000) $24,222 Avg Close — Range —
Q4 2020
Shares 260,500 Value ($000) $23,693 Avg Close — Range —