Skip to content
Disclosery

Sage Financial Management Group, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Financial Management Group, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Sage Financial Management Group, Inc. held 303,678 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,678 shares
    Change vs previous 13F +7,723 shares

    2.65% of the 13F portfolio, value $9,629,629.

    13F-HR 0001762086-26-000003 filed by Sage Financial Management 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 295,955 shares
    Change vs previous 13F +10,528 shares

    2.79% of the 13F portfolio, value $9,079,899.

    13F-HR 0001762086-26-000002 filed by Sage Financial Management 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 285,427 shares
    Change vs previous 13F -10,952 shares

    2.39% of the 13F portfolio, value $7,829,263.

    13F-HR 0001762086-26-000001 filed by Sage Financial Management 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 296,379 shares
    Change vs previous 13F +12,423 shares

    2.58% of the 13F portfolio, value $8,091,147.

    13F-HR 0001762086-25-000006 filed by Sage Financial Management 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 283,956 shares
    Change vs previous 13F -15,312 shares

    2.6% of the 13F portfolio, value $7,525,000.

    13F-HR 0001762086-25-000004 filed by Sage Financial Management 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 299,268 shares
    Change vs previous 13F +21,188 shares

    3.04% of the 13F portfolio, value $8,368,000.

    13F-HR 0001762086-25-000003 filed by Sage Financial Management 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 278,080 shares
    Change vs previous 13F +192,071 shares

    2.81% of the 13F portfolio, value $7,597,000.

    13F-HR 0001762086-25-000001 filed by Sage Financial Management 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 86,009 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $7,270,000.

    13F-HR 0001762086-24-000004 filed by Sage Financial Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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