SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 77,218 Value ($000) $2,199 Avg Close — Range —
Q3 2025
Shares 76,676 Value ($000) $2,139 Avg Close — Range —
Q2 2025
Shares 77,293 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 84,036 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 88,311 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 44,801 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 45,747 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 42,652 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 43,085 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 77,598 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 86,561 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 81,520 Value ($000) $3,081 Avg Close — Range —
Q2 2022
Shares 88,228 Value ($000) $3,440 Avg Close — Range —
Q1 2022
Shares 82,028 Value ($000) $3,885 Avg Close — Range —
Q4 2021
Shares 38,707 Value ($000) $3,964 Avg Close — Range —
Q2 2021
Shares 34,665 Value ($000) $3,611 Avg Close — Range —
Q1 2021
Shares 34,032 Value ($000) $3,392 Avg Close — Range —
Q4 2020
Shares 39,583 Value ($000) $3,523 Avg Close — Range —