Number of Shares
391,711.00
Current Holdings Value*
$8.66 Mil
% of Portfolio
3%
Total Estimate Gain
$-454,933.04
% of Total Estimate Gain
-1.29%

Sage Financial Management Group, Inc.'s Schwab International Equity ETF Holding Summary

As of 2025-06-30, Sage Financial Management Group, Inc. held 391,711.00 shares of Schwab International Equity ETF(SCHF), totaling $8.66 Mil. This investment constitutes 3% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 7 purchases of SCHF, at an average price of $32.32, for a total of 1.09 Mil shares. In addition, there have been 11 sales at an average price of $37.37 for 696,325.00 shares. Based on historical transaction data and SCHF's current price of $22.19, Sage Financial Management Group, Inc.'s estimated gain on his SCHF holdings is $-454,933.04, reflecting a -1.29% gain to date.

Sage Financial Management Group, Inc. SCHF ($22.19) Holding Chart

Sage Financial Management Group, Inc. SCHF ($22.19) 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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