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Sage Investment Advisers LLC: SCHD position timeline

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

Sage Investment Advisers LLC held 104,385 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,385 shares
    Change vs previous 13F -1,235 shares

    2.23% of the 13F portfolio, value $3,310,061.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 105,620 shares
    Change vs previous 13F +3,803 shares

    2.39% of the 13F portfolio, value $3,222,481.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 101,817 shares
    Change vs previous 13F +82,245 shares

    2.09% of the 13F portfolio, value $2,792,829.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 19,572 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,654,426.

    13F-HR 0001951757-24-001163 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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