Sage Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Sage Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$445K	Buy	17,730 +81	+0.5%	+$2.13K	0.03%	80
2025 Q4	$463K	Sell	17,649 -242	-1%	-$6.3K	0.03%	78
2025 Q3	$460K	Buy	17,891 +109	+0.6%	+$2.7K	0.03%	74
2025 Q2	$424K	Sell	17,782 -6,278	-26%	-$138K	0.03%	75
2025 Q1	$518K	Buy	24,060 +5,846	+32%	+$133K	0.04%	67
2024 Q4	$413K	Sell	18,214 -875	-5%	-$20K	0.03%	77
2024 Q3	$423K	Sell	19,089 -1,212	-6%	-$25.9K	0.03%	76
2024 Q2	$425K	Buy	20,301 +3,762	+23%	+$76.2K	0.04%	74
2024 Q1	$337K	Buy	16,539 +228	+1%	+$4.41K	0.03%	82
2023 Q4	$303K	Sell	16,311 -1,980	-11%	-$34.2K	0.03%	86
2023 Q3	$304K	Buy	18,291 +1,680	+10%	+$29.1K	0.03%	81
2023 Q2	$286K	Buy	16,611 +264	+2%	+$4.3K	0.03%	85
2023 Q1	$261K	Sell	16,347 -1,557	-9%	-$24.3K	0.03%	88
2022 Q4	$267K	Buy	17,904 +657	+4%	+$9.87K	0.03%	84
2022 Q3	$241K	Buy	17,247 +1,428	+9%	+$22.2K	0.03%	81
2022 Q2	$233K	Buy	+15,819	New	+$254K	0.03%	84

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return