SAGE FINANCIAL GROUP INC SCHP Holdings History
SAGE FINANCIAL GROUP INC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, SAGE FINANCIAL GROUP INC held 558,699.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $15.02 Mil. This investment constitutes 1.21% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.11% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2020Q4. And since then SAGE FINANCIAL GROUP INC has made 13 purchases of SCHP, at an average price of $45.58, for a total of 708,307.00 shares. In addition, there have been 5 sales at an average price of $53.88 for 149,608.00 shares. Based on historical transaction data and SCHP's current price of $26.58, SAGE FINANCIAL GROUP INC's estimated gain on his SCHP holdings is $-9.38 Mil, reflecting a -29.04% gain to date.
SAGE FINANCIAL GROUP INC SCHP ($26.58) Holding Chart
SAGE FINANCIAL GROUP INC SCHP ($26.58) 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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