SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 56,957 Value ($000) $1,331 Avg Close — Range —
Q3 2025
Shares 59,496 Value ($000) $1,396 Avg Close — Range —
Q2 2025
Shares 57,283 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 61,886 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 62,100 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 38,046 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 19,786 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 23,631 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 28,090 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 24,669 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 39,985 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 40,296 Value ($000) $1,929 Avg Close — Range —
Q1 2022
Shares 12,439 Value ($000) $629 Avg Close — Range —
Q4 2021
Shares 13,832 Value ($000) $745 Avg Close — Range —
Q2 2021
Shares 266,195 Value ($000) $14,534 Avg Close — Range —
Q1 2021
Shares 255,689 Value ($000) $13,794 Avg Close — Range —
Q4 2020
Shares 231,757 Value ($000) $12,985 Avg Close — Range —