SAGE FINANCIAL GROUP INC SCHX Holdings History
SAGE FINANCIAL GROUP INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SAGE FINANCIAL GROUP INC held 25.35 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $559.62 Mil. This investment constitutes 45.2% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 1.11% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then SAGE FINANCIAL GROUP INC has made 20 purchases of SCHX, at an average price of $23.60, for a total of 26.51 Mil shares. In addition, there have been 10 sales at an average price of $37.83 for 1.17 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, SAGE FINANCIAL GROUP INC's estimated gain on his SCHX holdings is $48.67 Mil, reflecting a 7.78% gain to date.
SAGE FINANCIAL GROUP INC SCHX ($24.86) Holding Chart
SAGE FINANCIAL GROUP INC SCHX ($24.86) 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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