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Sage Financial Management Group, Inc.: SCHX position timeline

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

Sage Financial Management Group, Inc. held 950,604 SCHX 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 950,604 shares
    Change vs previous 13F -2,224 shares

    7.69% of the 13F portfolio, value $27,976,274.

    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 952,828 shares
    Change vs previous 13F +2,198 shares

    7.51% of the 13F portfolio, value $24,430,526.

    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 950,630 shares
    Change vs previous 13F -3,903 shares

    7.81% of the 13F portfolio, value $25,581,450.

    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 954,533 shares
    Change vs previous 13F -13,796 shares

    8.03% of the 13F portfolio, value $25,142,413.

    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 968,329 shares
    Change vs previous 13F +65,551 shares

    8.19% of the 13F portfolio, value $23,666,000.

    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 902,778 shares
    Change vs previous 13F -1,924 shares

    7.24% of the 13F portfolio, value $19,933,000.

    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 904,702 shares
    Change vs previous 13F +602,914 shares

    7.77% of the 13F portfolio, value $20,971,000.

    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 301,788 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $20,476,000.

    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).