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Sage Financial Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sage Financial Management Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28M Sell
950,604
-2,224
-0.2% -$63.5K 7.69% 5
2026
Q1 		$24.4M Buy
952,828
+2,198
+0.2% +$59K 7.51% 5
2025
Q4 		$25.6M Sell
950,630
-3,903
-0.4% -$104K 7.81% 5
2025
Q3 		$25.1M Sell
954,533
-13,796
-1% -$350K 8.03% 4
2025
Q2 		$23.7M Buy
968,329
+65,551
+7% +$1.48M 8.19% 4
2025
Q1 		$19.9M Sell
902,778
-1,924
-0.2% -$44.8K 7.24% 4
2024
Q4 		$21M Sell
904,702
-662
-0.1% -$15.4K 7.77% 4
2024
Q3 		$20.5M Buy
+905,364
New +$19.7M 7.94% 4
2024
Q2 		– Sell
-912,753
Closed -$18.9M – 40
2024
Q1 		$18.9M Buy
912,753
+38,964
+4% +$767K 8.94% 3
2023
Q4 		$16.4M Sell
873,789
-14,634
-2% -$257K 8.82% 4
2023
Q3 		$15M Buy
+888,423
New +$15.6M 9.01% 4
2023
Q2 		– Sell
-1,325,136
Closed -$21.4M – 25
2023
Q1 		$21.4M Sell
1,325,136
-384,504
-22% -$6.05M 17.21% 1
2022
Q4 		$25.7M Buy
1,709,640
+199,668
+13% +$3.02M 17.98% 1
2022
Q3 		$21.3M Sell
1,509,972
-186,900
-11% -$2.93M 18.79% 1
2022
Q2 		$25.3M Buy
1,696,872
+226,866
+15% +$3.68M 17.68% 1
2022
Q1 		$26.4M Buy
1,470,006
+38,310
+3% +$678K 18.09% 1
2021
Q4 		$27.2M Buy
+1,431,696
New +$26.4M 18.1% 1
2021
Q3 		– Sell
-1,490,262
Closed -$25.8M – 24
2021
Q2 		$25.8M Sell
1,490,262
-23,154
-2% -$391K 23.55% 1
2021
Q1 		$24.2M Sell
1,513,416
-49,584
-3% -$777K 18.65% 1
2020
Q4 		$23.7M Buy
+1,563,000
New +$22.4M 18.59% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Sage Financial Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q2 2026, selling an estimated $63.5K and leaving 950,604 shares worth $28M. The position accounts for 7.69% of the portfolio, ranked #5.

Sage Financial Management Group first reported a position in SCHX in Q4 2020 and has held it in 20 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sage Financial Management Group held 950,604 shares of Schwab US Large- Cap ETF worth $28M as of Q2 2026.
  • Sage Financial Management Group sold 2,224 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $63.5K.
  • Schwab US Large- Cap ETF made up 7.69% of Sage Financial Management Group's portfolio in Q2 2026, its #5 holding.
  • Sage Financial Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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