Schwab Strategic Tr us aggregate b shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 60k | 23.47 |
| 2025-06-30 | $1.3M | 57k | 23.24 |
| 2025-03-31 | $1.4M | 62k | 23.16 |
| 2024-12-31 | $1.4M | 62k | 22.71 |
| 2024-09-30 | $1.8M | 38k | 47.52 |
| 2024-03-31 | $910k | 20k | 45.99 |
| 2023-12-31 | $1.1M | 24k | 46.63 |
| 2023-09-30 | $1.2M | 28k | 44.22 |
| 2023-03-31 | $1.2M | 25k | 46.90 |
| 2022-12-31 | $1.8M | 40k | 45.64 |
| 2022-06-30 | $1.9M | 40k | 47.87 |
| 2022-03-31 | $629k | 12k | 50.57 |
| 2021-12-31 | $745k | 14k | 53.83 |
| 2021-06-30 | $15M | 266k | 54.60 |
| 2021-03-31 | $14M | 256k | 53.95 |
| 2020-12-31 | $13M | 15k | 869.14 |
More positions owned by Sage Financial Management Group
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Top funds holding Schwab Strategic Tr us aggregate b
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