SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 285,427 Value ($000) $7,829 Avg Close — Range —
Q3 2025
Shares 296,379 Value ($000) $8,091 Avg Close — Range —
Q2 2025
Shares 283,956 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 299,268 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 278,080 Value ($000) $8 Avg Close — Range —
Q3 2024
Shares 86,009 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 67,984 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 58,145 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 54,910 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 39,517 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 47,024 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 39,585 Value ($000) $2,630 Avg Close — Range —
Q2 2022
Shares 39,736 Value ($000) $2,846 Avg Close — Range —
Q1 2022
Shares 38,003 Value ($000) $2,998 Avg Close — Range —
Q4 2021
Shares 34,851 Value ($000) $2,817 Avg Close — Range —
Q2 2021
Shares 30,583 Value ($000) $2,313 Avg Close — Range —
Q1 2021
Shares 27,698 Value ($000) $2,020 Avg Close — Range —
Q4 2020
Shares 25,168 Value ($000) $1,614 Avg Close — Range —