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SAGE FINANCIAL GROUP INC: SCHX position timeline

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

SAGE FINANCIAL GROUP INC held 23,002,052 SCHX 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 23,002,052 shares
    Change vs previous 13F -106,449 shares

    37.5% of the 13F portfolio, value $676,950,386.

    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 23,108,501 shares
    Change vs previous 13F -727,975 shares

    38.55% of the 13F portfolio, value $592,501,979.

    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 23,836,476 shares
    Change vs previous 13F -1,173,166 shares

    42.45% of the 13F portfolio, value $641,439,577.

    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 25,009,642 shares
    Change vs previous 13F +199,289 shares

    44.81% of the 13F portfolio, value $658,753,962.

    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 24,810,353 shares
    Change vs previous 13F -534,753 shares

    44.76% of the 13F portfolio, value $606,365,020.

    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 25,345,106 shares
    Change vs previous 13F +479,820 shares

    45.2% of the 13F portfolio, value $559,619,944.

    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 24,865,286 shares
    Change vs previous 13F +16,511,474 shares

    46.39% of the 13F portfolio, value $576,377,337.

    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 8,353,812 shares
    Change vs previous 13F not available

    46.31% of the 13F portfolio, value $566,806,126.

    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).