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Sage Capital Advisors,llc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Capital Advisors,llc on SCHD, newest first. How the timeline and the estimate are built.

Sage Capital Advisors,llc held 0 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -17,455 shares

    13F-HR 0001714107-25-000005 filed by Sage Capital Advisors,llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 17,455 shares
    Change vs previous 13F -3,086 shares

    0.11% of the 13F portfolio, value $462,559.

    13F-HR 0001714107-25-000003 filed by Sage Capital Advisors,llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 20,541 shares
    Change vs previous 13F +76 shares

    0.15% of the 13F portfolio, value $574,334.

    13F-HR 0001714107-25-000002 filed by Sage Capital Advisors,llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 20,465 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $559,103.

    13F-HR 0001714107-25-000001 filed by Sage Capital Advisors,llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).