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Disclosery

Sage Investment Counsel LLC: SCHG position timeline

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

Sage Investment Counsel LLC held 9,555 SCHG 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 9,555 shares
    Change vs previous 13F -374 shares

    0.32% of the 13F portfolio, value $323,348.

    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 9,929 shares
    Change vs previous 13F +377 shares

    0.32% of the 13F portfolio, value $289,223.

    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 9,552 shares
    Change vs previous 13F +959 shares

    0.34% of the 13F portfolio, value $311,585.

    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 8,593 shares
    Change vs previous 13F +1,128 shares

    0.3% of the 13F portfolio, value $274,190.

    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 7,465 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $218,040.

    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).