SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 389,442 Value ($000) $9,362 Avg Close — Range —
Q3 2025
Shares 390,391 Value ($000) $9,088 Avg Close — Range —
Q2 2025
Shares 391,711 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 412,703 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 413,054 Value ($000) $8 Avg Close — Range —
Q3 2024
Shares 202,868 Value ($000) $8 Avg Close — Range —
Q1 2024
Shares 203,328 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 196,734 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 198,027 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 187,005 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 203,743 Value ($000) $7 Avg Close — Range —
Q3 2022
Shares 50,815 Value ($000) $1,429 Avg Close — Range —
Q2 2022
Shares 55,196 Value ($000) $1,736 Avg Close — Range —
Q1 2022
Shares 60,581 Value ($000) $2,225 Avg Close — Range —
Q4 2021
Shares 60,861 Value ($000) $2,365 Avg Close — Range —
Q2 2021
Shares 247,305 Value ($000) $9,756 Avg Close — Range —
Q1 2021
Shares 234,521 Value ($000) $8,823 Avg Close — Range —
Q4 2020
Shares 243,788 Value ($000) $8,779 Avg Close — Range —