Sage Financial Management Group, Inc. SCHD Holdings History
Sage Financial Management Group, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 299,268.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.37 Mil. This investment constitutes 3.04% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 12 purchases of SCHD, at an average price of $41.80, for a total of 445,010.00 shares. In addition, there have been 5 sales at an average price of $75.51 for 145,742.00 shares. Based on historical transaction data and SCHD's current price of $27.31, Sage Financial Management Group, Inc.'s estimated gain on his SCHD holdings is $575,132.80, reflecting a 3.09% gain to date.
Sage Financial Management Group, Inc. SCHD ($27.31) Holding Chart
Sage Financial Management Group, Inc. SCHD ($27.31) 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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