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Schwab Strategic Tr shares owned by Sage Investment Counsel

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

Historical chart of Sage Investment Counsel investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Sage Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 7.4k 27.94
2025-06-30 $202k 7.4k 27.35

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

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr