SAGE FINANCIAL GROUP INC: SCHA position timeline

SAGE FINANCIAL GROUP INC held 711,360 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 711,360 shares

   Change vs previous 13F +7,302 shares

   1.42% of the 13F portfolio, value $25,701,450.

   13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 704,058 shares

   Change vs previous 13F +9,548 shares

   1.33% of the 13F portfolio, value $20,474,000.

   13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 694,510 shares

   Change vs previous 13F -3,457 shares

   1.31% of the 13F portfolio, value $19,779,659.

   13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 697,967 shares

   Change vs previous 13F +7,217 shares

   1.32% of the 13F portfolio, value $19,473,271.

   13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 690,750 shares

   Change vs previous 13F +9,339 shares

   1.29% of the 13F portfolio, value $17,475,978.

   13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 681,411 shares

   Change vs previous 13F +16,885 shares

   1.29% of the 13F portfolio, value $15,965,455.

   13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 664,526 shares

   Change vs previous 13F +323,906 shares

   1.38% of the 13F portfolio, value $17,184,638.

   13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 340,620 shares

   Change vs previous 13F not available

   1.43% of the 13F portfolio, value $17,541,911.

   13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).