Skip to content
Disclosery

SAGE RHINO CAPITAL LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE RHINO CAPITAL LLC on SCHW, newest first. How the timeline and the estimate are built.

SAGE RHINO CAPITAL LLC held 11,164 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,164 shares
    Change vs previous 13F +409 shares

    0.17% of the 13F portfolio, value $1,030,056.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 10,755 shares
    Change vs previous 13F -270 shares

    0.19% of the 13F portfolio, value $1,010,708.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 11,025 shares
    Change vs previous 13F -3,077 shares

    0.21% of the 13F portfolio, value $1,101,458.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 14,102 shares
    Change vs previous 13F -158 shares

    0.26% of the 13F portfolio, value $1,346,270.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 14,260 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $1,301,037.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 14,250 shares
    Change vs previous 13F +366 shares

    0.26% of the 13F portfolio, value $1,115,451.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 13,884 shares
    Change vs previous 13F -233 shares

    0.22% of the 13F portfolio, value $1,027,518.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,117 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $914,890.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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