Sage Financial Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sage Financial Management Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86M	Buy	79,042 +290	+0.4%	+$9.58K	0.78%	19
2026 Q1	$2.29M	Buy	78,752 +1,534	+2%	+$46K	0.7%	20
2025 Q4	$2.2M	Buy	77,218 +542	+0.7%	+$15.3K	0.67%	20
2025 Q3	$2.14M	Sell	76,676 -617	-0.8%	-$16.5K	0.68%	21
2025 Q2	$1.96M	Sell	77,293 -6,743	-8%	-$159K	0.68%	21
2025 Q1	$1.97M	Sell	84,036 -4,275	-5%	-$109K	0.71%	21
2024 Q4	$2.28M	Sell	88,311 -1,291	-1%	-$34.4K	0.85%	21
2024 Q3	$2.31M	Buy	+89,602	New	+$2.22M	0.89%	21
2024 Q2	–	Sell	-91,494	Closed	-$2.25M	–	35
2024 Q1	$2.25M	Buy	91,494 +6,190	+7%	+$145K	1.07%	21
2023 Q4	$2.02M	Sell	85,304 -866	-1%	-$18.3K	1.08%	20
2023 Q3	$1.78M	Buy	+86,170	New	+$1.89M	1.07%	22
2023 Q2	–	Sell	-155,196	Closed	-$3.25M	–	20
2023 Q1	$3.25M	Sell	155,196 -17,926	-10%	-$385K	2.62%	12
2022 Q4	$3.51M	Buy	173,122 +10,082	+6%	+$207K	2.45%	14
2022 Q3	$3.08M	Sell	163,040 -13,416	-8%	-$281K	2.72%	12
2022 Q2	$3.44M	Buy	176,456 +12,400	+8%	+$265K	2.41%	13
2022 Q1	$3.88M	Buy	164,056 +9,228	+6%	+$218K	2.66%	11
2021 Q4	$3.96M	Buy	+154,828	New	+$4.01M	2.64%	11
2021 Q3	–	Sell	-138,660	Closed	-$3.61M	–	19
2021 Q2	$3.61M	Buy	138,660 +2,532	+2%	+$64.7K	3.29%	8
2021 Q1	$3.39M	Sell	136,128 -22,204	-14%	-$546K	2.61%	11
2020 Q4	$3.52M	Buy	+158,332	New	+$3.15M	2.76%	11

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sage Financial Management Group's SCHA Position: Q2 2026 in Review

Sage Financial Management Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.37% in Q2 2026, buying an estimated $9.58K and bringing the position to 79,042 shares worth $2.86M. The position accounts for 0.78% of the portfolio, ranked #19.

Sage Financial Management Group first reported a position in SCHA in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.96M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sage Financial Management Group held 79,042 shares of Schwab U.S Small- Cap ETF worth $2.86M as of Q2 2026.
Sage Financial Management Group bought 290 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.58K.
Schwab U.S Small- Cap ETF made up 0.78% of Sage Financial Management Group's portfolio in Q2 2026, its #19 holding.
Sage Financial Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 20 quarters since.
Sage Financial Management Group's Schwab U.S Small- Cap ETF position peaked at $3.96M in Q4 2021.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.