Notify me when SAGE FINANCIAL GROUP INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 106 | $1,511,164,043 | +$56,415,979 | -$40,411,891 | +$16,004,088 | SCHX, IJH, IJR, VUG, VTV | 13F-HR | 27 Jan 2026, 10:19 |
| Q3 2025 | 97 | $1,470,221,219 | +$23,087,998 | -$5,725,037 | +$17,362,961 | SCHX, IJH, VUG, IJR, VTV | 13F-HR | 13 Nov 2025, 14:25 |
| Q2 2025 | 101 | $1,354,621,342 | +$36,669,915 | -$31,975,709 | +$4,694,206 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 22 Jul 2025, 15:11 |
| Q1 2025 | 102 | $1,238,190,618 | +$56,751,887 | -$7,422,435 | +$49,329,452 | SCHX, IJH, VTV, IJR, VUG | 13F-HR | 22 Apr 2025, 13:37 |
| Q4 2024 | 100 | $1,242,496,490 | +$462,060,564 | -$10,504,792 | +$451,555,772 | SCHX, IJH, VUG, IJR, VTV | 13F-HR | 23 Jan 2025, 14:00 |
| Q3 2024 | 104 | $1,224,004,840 | +$7,003,682 | -$10,461,947 | -$3,458,265 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 29 Oct 2024, 10:40 |
| Q2 2024 | 101 | $1,154,615,059 | +$35,150,583 | -$8,183,380 | +$26,967,203 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 02 Aug 2024, 14:04 |
| Q1 2024 | 102 | $1,111,274,205 | +$69,264,115 | -$15,329,363 | +$53,934,752 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 30 Apr 2024, 09:58 |
| Q4 2023 | 101 | $1,026,769,348 | +$32,283,927 | -$9,155,243 | +$23,128,684 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 18 Jan 2024, 11:31 |
| Q3 2023 | 98 | $902,278,181 | +$9,818,633 | -$16,003,130 | -$6,184,497 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 12 Oct 2023, 11:34 |
| Q2 2023 | 98 | $945,421,881 | +$18,002,511 | -$10,878,054 | +$7,124,457 | SCHX, IJH, VUG, VTV, IJR | 13F-HR | 27 Jul 2023, 12:00 |
| Q1 2023 | 95 | $882,439,943 | +$44,635,491 | -$29,501,373 | +$15,134,118 | SCHX, IJH, VTV, VUG, IJR | 13F-HR | 18 Apr 2023, 14:51 |
| Q4 2022 | 94 | $820,526,865 | +$56,111,894 | -$15,764,925 | +$40,346,969 | SCHX, VTV, IJH, VUG, IJR | 13F-HR | 31 Jan 2023, 13:38 |
| Q3 2022 | 88 | $729,951,000 | +$28,610,819 | -$15,076,874 | +$13,533,945 | SCHX, VTV, IJH, VUG, IJR | 13F-HR | 27 Oct 2022, 11:25 |
| Q2 2022 | 88 | $756,937,000 | +$61,243,107 | -$26,107,354 | +$35,135,753 | SCHX, VTV, IJH, VUG, VEU | 13F-HR | 25 Jul 2022, 14:36 |
| Q1 2022 | 75 | $858,808,000 | +$246,002,220 | -$56,844,222 | +$189,157,998 | SCHX, VTV, VUG, IJH, IJR | 13F-HR | 02 May 2022, 12:07 |
| Q4 2021 | 76 | $939,415,000 | +$70,913,818 | -$6,682,882 | +$64,230,936 | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 24 Jan 2022, 11:54 |
| Q3 2021 | 71 | $813,166,000 | +$12,050,244 | -$5,460,025 | +$6,590,219 | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 08 Nov 2021, 12:55 |
| Q2 2021 | 70 | $812,323,000 | +$7,675,593 | -$9,428,042 | -$1,752,449 | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 16 Aug 2021, 09:02 |
| Q1 2021 | 67 | $761,888,000 | +$5,221,048 | -$18,046,523 | -$12,825,475 | SCHX, VTV, VUG, IJH, VEU | 13F-HR | 29 Apr 2021, 13:07 |
| Q4 2020 | 70 | $728,748,000 | +$42,496,185 | -$12,066,386 | +$30,429,799 | SCHX, VUG, VTV, IJH, VEU | 13F-HR | 28 Jan 2021, 10:45 |
| Q3 2020 | 68 | $611,182,000 | +$20,641,415 | -$6,226,983 | +$14,414,432 | SCHX, VUG, VTV, VEU, IJH | 13F-HR | 26 Oct 2020, 13:10 |
| Q2 2020 | 70 | $554,952,000 | +$20,538,027 | -$90,944,185 | -$70,406,158 | SCHX, VUG, VTV, VEU, IJH | 13F-HR | 16 Jul 2020, 11:15 |
| Q1 2020 | 68 | $530,428,000 | +$10,550,296 | -$65,535,670 | -$54,985,374 | SCHX, JPST, VEU, VUG, VTV | 13F-HR | 16 Apr 2020, 13:09 |
| Q4 2019 | 67 | $729,309,000 | +$18,439,518 | -$7,024,088 | +$11,415,430 | SCHX, VEU, JPST, VTV, VUG | 13F-HR | 30 Jan 2020, 13:18 |
| Q3 2019 | 65 | $671,322,000 | +$11,832,712 | -$17,043,913 | -$5,211,201 | SCHX, VEU, JPST, VTV, VUG | 13F-HR | 04 Nov 2019, 09:33 |
| Q2 2019 | 71 | $675,098,000 | +$22,167,640 | -$11,095,437 | +$11,072,203 | SCHX, VEU, JPST, VTV, VUG | 13F-HR | 24 Jul 2019, 11:53 |
| Q1 2019 | 76 | $646,006,000 | +$32,596,044 | -$47,404,442 | -$14,808,398 | SCHX, JPST, VEU, VTV, VUG | 13F-HR | 25 Apr 2019, 09:05 |
| Q4 2018 | 75 | $598,752,000 | +$164,154,883 | -$4,608,115 | +$159,546,768 | SCHX, JPST, VEU, VTV, VUG | 13F-HR | 28 Jan 2019, 13:11 |
| Q3 2018 | 58 | $508,469,000 | +$20,867,574 | -$4,985,273 | +$15,882,301 | SCHX, VEU, VTV, VUG, VOO | 13F-HR | 22 Oct 2018, 11:58 |
| Q2 2018 | 55 | $466,079,000 | +$7,166,353 | -$2,815,155 | +$4,351,198 | SCHX, VEU, VTV, VUG, VOE | 13F-HR | 26 Jul 2018, 09:47 |
| Q1 2018 | 55 | $453,053,000 | +$4,493,420 | -$61,342,542 | -$56,849,122 | SCHX, VEU, VTV, VUG, VOE | 13F-HR | 26 Apr 2018, 10:39 |
| Q4 2017 | 60 | $514,791,000 | +$72,764,145 | -$36,815,379 | +$35,948,766 | SCHX, VEU, VTV, VUG, QAI | 13F-HR | 05 Feb 2018, 10:10 |
| Q3 2017 | 56 | $456,314,000 | +$8,902,246 | -$1,449,713 | +$7,452,533 | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 01 Nov 2017, 11:51 |
| Q2 2017 | 56 | $434,990,000 | +$20,431,402 | -$180,310 | +$20,251,092 | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 27 Jul 2017, 11:42 |
| Q1 2017 | 54 | $408,081,000 | +$12,184,674 | -$14,357,947 | -$2,173,273 | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 24 Apr 2017, 11:53 |
| Q4 2016 | 47 | $389,965,000 | +$42,006,693 | -$7,611,836 | +$34,394,857 | SCHX, AMJ, VEU, VTV, VUG | 13F-HR | 26 Jan 2017, 10:18 |
| Q3 2016 | 45 | $347,586,000 | +$21,840,938 | -$79,633 | +$21,761,305 | SCHX, AMJ, VTV, VUG, EMB | 13F-HR | 27 Oct 2016, 14:13 |
| Q2 2016 | 43 | $315,593,000 | +$19,786,521 | -$801,079 | +$18,985,442 | SCHX, AMJ, VTV, VUG, EMB | Restatement | 04 Aug 2016, 14:15 |
| Q1 2016 | 46 | $286,424,000 | +$14,010,085 | -$35,771,152 | -$21,761,067 | SCHX, AMJ, VUG, VTV, EMB | 13F-HR | 09 May 2016, 09:45 |
| Q4 2015 | 61 | $306,790,000 | +$48,773,804 | -$34,134,961 | +$14,638,843 | SCHX, AMJ, VWO, EMB, VUG | 13F-HR | 28 Jan 2016, 13:17 |
| Q3 2015 | 43 | $281,006,000 | +$74,387,730 | -$1,377,740 | +$73,009,990 | SCHX, AMJ, VUG, EMB, VTV | 13F-HR | 05 Nov 2015, 09:51 |
| Q2 2015 | 42 | $212,614,000 | +$5,294,442 | -$1,800,625 | +$3,493,817 | SCHX, VUG, VTV, IWF, VV | 13F-HR | 13 Aug 2015, 10:36 |
| Q1 2015 | 38 | $209,807,000 | +$7,040,000 | -$63,199,421 | -$56,159,421 | SCHX, VUG, VTV, IWF, VV | 13F-HR | 11 May 2015, 15:19 |
| Q4 2014 | 44 | $263,438,000 | +$57,642,819 | -$4,567,720 | +$53,075,099 | SCHX, EMB, VUG, VTV, SCHE | 13F-HR | 22 Jan 2015, 11:56 |
| Q3 2014 | 35 | $201,780,000 | +$1,994,303 | -$7,016,251 | -$5,021,948 | SCHX, VUG, VTV, VV, IWF | 13F-HR | 16 Oct 2014, 12:53 |
| Q2 2014 | 37 | $206,365,000 | +$24,254,167 | -$1,760,702 | +$22,493,465 | SCHX, VUG, VTV, BOND, VV | 13F-HR | 31 Jul 2014, 14:00 |
| Q1 2014 | 36 | $175,704,000 | +$7,304,156 | -$41,918,529 | -$34,614,373 | SCHX, VUG, VTV, VV, IWF | 13F-HR | 28 Apr 2014, 16:33 |
| Q4 2013 | 37 | $207,391,000 | $0 | $0 | $0 | SCHX, EBND, VUG, VTV, HYMB | 13F-HR | 23 Jan 2014, 14:19 |