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SAGE FINANCIAL GROUP INC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE FINANCIAL GROUP INC on SCHV, newest first. How the timeline and the estimate are built.

SAGE FINANCIAL GROUP INC held 776,729 SCHV 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 776,729 shares
    Change vs previous 13F +4,559 shares

    1.5% of the 13F portfolio, value $27,037,923.

    13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 772,170 shares
    Change vs previous 13F -9,467 shares

    1.53% of the 13F portfolio, value $23,551,181.

    13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 781,637 shares
    Change vs previous 13F +2,665 shares

    1.53% of the 13F portfolio, value $23,144,281.

    13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 778,972 shares
    Change vs previous 13F +3,708 shares

    1.54% of the 13F portfolio, value $22,675,865.

    13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 775,264 shares
    Change vs previous 13F -8,830 shares

    1.58% of the 13F portfolio, value $21,451,544.

    13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 784,094 shares
    Change vs previous 13F -9,961 shares

    1.68% of the 13F portfolio, value $20,841,212.

    13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 794,055 shares
    Change vs previous 13F +523,510 shares

    1.67% of the 13F portfolio, value $20,701,026.

    13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 270,545 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $21,743,716.

    13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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