SAGE FINANCIAL GROUP INC SCHX — SCHW US LCAP ETF

Ownership history in SAGE FINANCIAL GROUP INC  ·  50 quarters on record

AI Ownership Summary

SAGE FINANCIAL GROUP INC reported SCHW US LCAP ETF (SCHX) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 46.62% in 2024 Q2. The latest visible filing shows SCHX at 38.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAGE FINANCIAL GROUP INC's position in SCHW US LCAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHX was reported at 38.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
46.62% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHX stock page SAGE FINANCIAL GROUP INC fund profile SAGE FINANCIAL GROUP INC full holdings
How SAGE FINANCIAL GROUP INC held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,108,501 -727,975 -3.1% 38.55% $592.5M 2026-05-07 $28.79
2025 Q4 REDUCED — — — 23,836,476 -1,173,166 -4.7% 42.45% $641.4M 2026-01-27 $27.38
2025 Q3 ADDED — — — 25,009,642 +199,289 +0.8% 44.81% $658.8M 2025-11-13 $26.39
2025 Q2 REDUCED — — — 24,810,353 -534,753 -2.1% 44.76% $606.4M 2025-07-22 $24.70
2025 Q1 ADDED — — — 25,345,106 +479,820 +1.9% 45.20% $559.6M 2025-04-22 $20.56
2024 Q4 ADDED — — — 24,865,286 +16,511,474 +197.7% 46.39% $576.4M 2025-01-23 $23.84
2024 Q3 REDUCED — — — 8,353,812 -24,503 -0.3% 46.31% $566.8M 2024-10-29 $22.56
2024 Q2 ADDED — — — 8,378,315 +208,308 +2.5% 46.62% $538.3M 2024-08-02 $20.56
2024 Q1 ADDED — — — 8,170,007 +87,797 +1.1% 45.63% $507.0M 2024-04-30 $19.37
2023 Q4 REDUCED — — — 8,082,210 -31,169 -0.4% 44.40% $455.8M 2024-01-18 $18.32
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHX

As of 2026 Q1 — sorted by position size

Raine Group LLC 3Y 71.06% FSA Investment Group, LLC 39.21% Benson Investment Management Company, Inc. 3Y 7Y 34.32% SIMS INVESTMENT MANAGEMENT, LLC 31.15% Sherwood Financial Partners, LLC 31.12% Northwest Quadrant Wealth Management, LLC 3Y 7Y 28.22% Diversified Enterprises, LLC 25.53% Koss-Olinger Consulting, LLC 3Y 22.55% Richardson Capital Management LLC 22.23% HBK Sorce Advisory LLC 3Y 7Y 20.05%

FAQ About SAGE FINANCIAL GROUP INC and SCHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SAGE FINANCIAL GROUP INC reported owning SCHX?

SAGE FINANCIAL GROUP INC reported SCHX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHX position in SAGE FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for SCHX was 46.62% in 2024 Q2.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q1, when SAGE FINANCIAL GROUP INC reported 23,108,501 shares, equal to 38.55% of portfolio, with an estimated market value of $592.5M.

What does the chart on this SCHX ownership page compare?

The chart compares SAGE FINANCIAL GROUP INC's quarterly SCHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SAGE FINANCIAL GROUP INC time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, SAGE FINANCIAL GROUP INC correctly timed 31 out of 49 reported position changes (63%). The annualised alpha on SCHX relative to SPY over the holding period was -0.1%.

← Back to SAGE FINANCIAL GROUP INC Holdings