SAGE FINANCIAL GROUP INC: SCHG position timeline

SAGE FINANCIAL GROUP INC held 495,236 SCHG 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 495,236 shares

   Change vs previous 13F -6,771 shares

   0.93% of the 13F portfolio, value $16,758,802.

   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 502,007 shares

   Change vs previous 13F -15,403 shares

   0.95% of the 13F portfolio, value $14,623,457.

   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 517,410 shares

   Change vs previous 13F -24,734 shares

   1.12% of the 13F portfolio, value $16,877,907.

   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 542,144 shares

   Change vs previous 13F -3,948 shares

   1.18% of the 13F portfolio, value $17,299,831.

   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 546,092 shares

   Change vs previous 13F +44,264 shares

   1.18% of the 13F portfolio, value $15,951,337.

   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 501,828 shares

   Change vs previous 13F -13,051 shares

   1.01% of the 13F portfolio, value $12,565,768.

   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 514,879 shares

   Change vs previous 13F +378,862 shares

   1.15% of the 13F portfolio, value $14,349,666.

   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 136,017 shares

   Change vs previous 13F not available

   1.16% of the 13F portfolio, value $14,170,295.

   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).