SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 307,908 Value ($000) $10,044 Avg Close — Range —
Q3 2025
Shares 310,876 Value ($000) $9,920 Avg Close — Range —
Q2 2025
Shares 315,531 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 328,667 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 342,438 Value ($000) $10 Avg Close — Range —
Q3 2024
Shares 88,837 Value ($000) $9 Avg Close — Range —
Q1 2024
Shares 90,390 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 81,929 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 83,114 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 155,115 Value ($000) $10 Avg Close — Range —
Q4 2022
Shares 191,746 Value ($000) $11 Avg Close — Range —
Q3 2022
Shares 166,759 Value ($000) $9,307 Avg Close — Range —
Q2 2022
Shares 194,681 Value ($000) $11,290 Avg Close — Range —
Q1 2022
Shares 196,158 Value ($000) $14,677 Avg Close — Range —
Q4 2021
Shares 96,768 Value ($000) $15,846 Avg Close — Range —
Q2 2021
Shares 104,614 Value ($000) $15,269 Avg Close — Range —
Q1 2021
Shares 105,208 Value ($000) $13,654 Avg Close — Range —
Q4 2020
Shares 113,526 Value ($000) $14,578 Avg Close — Range —