SAGE FINANCIAL GROUP INC's ownership history for SCHD

SAGE FINANCIAL GROUP INC currently holds 29.6K shares with a market value of $807.0K. It started holding SCHD on 2024-09-30. At its peak, it held 30.0K shares on 2024-12-31. Its highest holding value was $853.1K on 2024-09-30. At its lowest, it held 10.1K shares on 2024-09-30, with a value of $734.7K on 2025-06-30. In the recent 180 days, SAGE FINANCIAL GROUP INC has increased its shares by 1.9K. In the recent year, SAGE FINANCIAL GROUP INC has increased its shares by 19.5K.