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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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