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Sage Financial Management Group, Inc.: SCHF position timeline

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

Sage Financial Management Group, Inc. held 388,571 SCHF 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 388,571 shares
    Change vs previous 13F -571 shares

    2.96% of the 13F portfolio, value $10,763,406.

    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 389,142 shares
    Change vs previous 13F -300 shares

    2.96% of the 13F portfolio, value $9,631,255.

    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 389,442 shares
    Change vs previous 13F -949 shares

    2.86% of the 13F portfolio, value $9,362,176.

    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 390,391 shares
    Change vs previous 13F -1,320 shares

    2.9% of the 13F portfolio, value $9,088,294.

    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 391,711 shares
    Change vs previous 13F -20,992 shares

    2.99% of the 13F portfolio, value $8,657,000.

    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 412,703 shares
    Change vs previous 13F -351 shares

    2.96% of the 13F portfolio, value $8,163,000.

    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 413,054 shares
    Change vs previous 13F +210,186 shares

    2.83% of the 13F portfolio, value $7,641,000.

    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 202,868 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $8,342,000.

    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).