Sage Investment Counsel »

Schwab Strategic Tr us dividend eq shares owned by Sage Investment Counsel

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sage Investment Counsel from 13F filings

Historical chart of Sage Investment Counsel investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Sage Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sage Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 12k 27.30
2025-06-30 $322k 12k 26.50
2025-03-31 $452k 16k 27.96
2024-12-31 $271k 9.9k 27.32

More positions owned by Sage Investment Counsel

Pinnacle Financial Partners (PNFP)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Howard Hughes Holdings (HHH)
Uber Technologies (UBER)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Lennar Corp Cl A (LEN)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
SYNNEX Corporation (SNX)
TFS Financial Corporation (TFSL)

View all positions for Sage Investment Counsel

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq