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Sage Investment Advisers LLC → SCHW-PJ
Sage Investment Advisers LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$688K
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $331K |
| Q4 2025 | $2.8M |
| Q4 2025 | $2.3M |
| Q1 2026 | $343K |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $419K |
| Q2 2026 | $3.3M |
| Q2 2026 | $878K |
| Q3 2026 | $330K |
| Q3 2026 | $3.4M |
| Q3 2026 | $688K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $688K | 28.8K | — | — |
| Q3 2026 | $3.4M | 103.6K | — | — |
| Q3 2026 | $330K | 10.1K | — | — |
| Q2 2026 | $878K | 36.4K | — | — |
| Q2 2026 | $3.3M | 104.4K | — | — |
| Q2 2026 | $419K | 11.6K | — | — |
| Q1 2026 | $1.2M | 51.1K | — | — |
| Q1 2026 | $3.2M | 105.6K | — | — |
| Q1 2026 | $343K | 11.7K | — | — |
| Q4 2025 | $2.3M | 92.5K | — | — |
| Q4 2025 | $2.8M | 101.8K | — | — |
| Q4 2025 | $331K | 11.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B