SAGE FINANCIAL GROUP INC SCHM Holdings History
SAGE FINANCIAL GROUP INC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, SAGE FINANCIAL GROUP INC held 968,327.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $25.37 Mil. This investment constitutes 2.05% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.23% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2015Q4. And since then SAGE FINANCIAL GROUP INC has made 22 purchases of SCHM, at an average price of $35.89, for a total of 1.01 Mil shares. In addition, there have been 8 sales at an average price of $57.14 for 43,275.00 shares. Based on historical transaction data and SCHM's current price of $28.62, SAGE FINANCIAL GROUP INC's estimated gain on his SCHM holdings is $-6.12 Mil, reflecting a -16.86% gain to date.
SAGE FINANCIAL GROUP INC SCHM ($28.62) Holding Chart
SAGE FINANCIAL GROUP INC SCHM ($28.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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