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Disclosery

Sagewood Asset Management LP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sagewood Asset Management LP on SCHW, newest first. How the timeline and the estimate are built.

Sagewood Asset Management LP held 3,421 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,421 shares
    Change vs previous 13F -110 shares

    0.07% of the 13F portfolio, value $315,656.

    13F-HR 0001172661-26-002892 filed by Sagewood Asset Management LP
    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 3,531 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $331,843.

    13F-HR 0001172661-26-001796 filed by Sagewood Asset Management LP
    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 3,495 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $349,185.

    13F-HR 0001172661-26-000956 filed by Sagewood Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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