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Disclosery

Sage Investment Counsel LLC: SCHD position timeline

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

Sage Investment Counsel LLC held 14,635 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,635 shares
    Change vs previous 13F -313 shares

    0.46% of the 13F portfolio, value $464,068.

    13F-HR 0002055178-26-000003 filed by Sage Investment Counsel 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 14,948 shares
    Change vs previous 13F +2,623 shares

    0.51% of the 13F portfolio, value $458,592.

    13F-HR 0002055178-26-000002 filed by Sage Investment Counsel 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 12,325 shares
    Change vs previous 13F +244 shares

    0.37% of the 13F portfolio, value $338,088.

    13F-HR 0002055178-26-000001 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,081 shares
    Change vs previous 13F -66 shares

    0.37% of the 13F portfolio, value $329,802.

    13F-HR 0002055178-25-000002 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,147 shares
    Change vs previous 13F -4,015 shares

    0.37% of the 13F portfolio, value $321,899.

    13F-HR 0001085146-25-004032 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,162 shares
    Change vs previous 13F +6,250 shares

    0.57% of the 13F portfolio, value $451,892.

    13F-HR 0001085146-25-002268 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,912 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $270,793.

    13F-HR 0001085146-25-000817 filed by Sage Investment Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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