Sage Financial Management Group, Inc. SCHX Holdings History
Sage Financial Management Group, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 902,778.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $19.93 Mil. This investment constitutes 7.23% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 8 purchases of SCHX, at an average price of $44.60, for a total of 2.37 Mil shares. In addition, there have been 9 sales at an average price of $52.78 for 1.46 Mil shares. Based on historical transaction data and SCHX's current price of $24.77, Sage Financial Management Group, Inc.'s estimated gain on his SCHX holdings is $-5.94 Mil, reflecting a -5.62% gain to date.
Sage Financial Management Group, Inc. SCHX ($24.77) Holding Chart
Sage Financial Management Group, Inc. SCHX ($24.77) 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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