SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 136,963 Value ($000) $4,118 Avg Close — Range —
Q3 2025
Shares 137,383 Value ($000) $4,072 Avg Close — Range —
Q2 2025
Shares 138,064 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 141,861 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 146,391 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 49,047 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 49,149 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 46,657 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 47,286 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 74,944 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 84,978 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 75,520 Value ($000) $4,571 Avg Close — Range —
Q2 2022
Shares 84,259 Value ($000) $5,286 Avg Close — Range —
Q1 2022
Shares 83,161 Value ($000) $6,309 Avg Close — Range —
Q4 2021
Shares 81,198 Value ($000) $6,531 Avg Close — Range —
Q2 2021
Shares 80,794 Value ($000) $6,324 Avg Close — Range —
Q1 2021
Shares 80,410 Value ($000) $5,985 Avg Close — Range —
Q4 2020
Shares 87,527 Value ($000) $5,968 Avg Close — Range —