SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SAGE FINANCIAL GROUP INC's Holding History (CIK: 0000882119)

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

Q4 2025
Shares 27,705 Value ($000) $760 Avg Close — Range —
Q3 2025
Shares 29,560 Value ($000) $807 Avg Close — Range —
Q2 2025
Shares 27,724 Value ($000) $735 Avg Close — Range —
Q1 2025
Shares 27,708 Value ($000) $775 Avg Close — Range —
Q4 2024
Shares 29,979 Value ($000) $819 Avg Close — Range —
Q3 2024
Shares 10,092 Value ($000) $853 Avg Close — Range —
Q2 2024
Shares 10,716 Value ($000) $833 Avg Close — Range —
Q1 2024
Shares 10,951 Value ($000) $883 Avg Close — Range —
Q4 2023
Shares 14,057 Value ($000) $1,070 Avg Close — Range —
Q3 2023
Shares 14,403 Value ($000) $1,019 Avg Close — Range —
Q2 2023
Shares 17,801 Value ($000) $1,293 Avg Close — Range —
Q1 2023
Shares 19,511 Value ($000) $1,427 Avg Close — Range —
Q4 2022
Shares 19,976 Value ($000) $1,509 Avg Close — Range —
Q3 2022
Shares 19,152 Value ($000) $1,272 Avg Close — Range —
Q2 2022
Shares 19,664 Value ($000) $1,409 Avg Close — Range —
Q1 2022
Shares 19,722 Value ($000) $1,556 Avg Close — Range —
Q4 2021
Shares 19,661 Value ($000) $1,589 Avg Close — Range —
Q3 2021
Shares 19,659 Value ($000) $1,459 Avg Close — Range —
Q2 2021
Shares 19,654 Value ($000) $1,486 Avg Close — Range —
Q1 2021
Shares 19,711 Value ($000) $1,437 Avg Close — Range —
Q4 2020
Shares 19,707 Value ($000) $1,264 Avg Close — Range —
Q3 2020
Shares 20,104 Value ($000) $1,112 Avg Close — Range —
Q2 2020
Shares 21,625 Value ($000) $1,119 Avg Close — Range —
Q1 2020
Shares 26,609 Value ($000) $1,197 Avg Close — Range —
Q4 2019
Shares 28,373 Value ($000) $1,643 Avg Close — Range —
Q3 2019
Shares 28,423 Value ($000) $1,557 Avg Close — Range —
Q2 2019
Shares 28,838 Value ($000) $1,530 Avg Close — Range —
Q1 2019
Shares 30,637 Value ($000) $1,602 Avg Close — Range —
Q4 2018
Shares 27,793 Value ($000) $1,305 Avg Close — Range —
Q3 2018
Shares 19,473 Value ($000) $1,032 Avg Close — Range —
Q2 2018
Shares 19,908 Value ($000) $981 Avg Close — Range —
Q1 2018
Shares 20,506 Value ($000) $1,005 Avg Close — Range —
Q4 2017
Shares 21,525 Value ($000) $1,101 Avg Close — Range —
Q3 2017
Shares 21,675 Value ($000) $1,014 Avg Close — Range —
Q2 2017
Shares 21,975 Value ($000) $991 Avg Close — Range —
Q1 2017
Shares 22,220 Value ($000) $991 Avg Close — Range —
Q4 2016
Shares 19,920 Value ($000) $868 Avg Close — Range —
Q3 2016
Shares 18,450 Value ($000) $781 Avg Close — Range —