Sagace Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sagace Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Buy	+53,973	New	+$1.64M	1.11%	35
2025 Q2	–	Sell	-44,334	Closed	-$1.24M	–	69
2025 Q1	$1.24M	Buy	44,334 +90	+0.2%	+$2.51K	0.94%	34
2024 Q4	$1.21M	Sell	44,244 -99,231	-69%	-$2.82M	0.9%	36
2024 Q3	$1.37M	Buy	143,475 +95,016	+196%	+$2.59M	1.06%	33
2024 Q2	$1.31M	Buy	+48,459	New	+$1.26M	1.28%	27

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sagace Wealth Management's SCHD Position: Q1 2026 in Review

Sagace Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 53,973 shares worth $1.66M. The stake represents 1.11% of the portfolio and ranks #35 among its holdings. This is a return to the name: Sagace Wealth Management previously reported a position in SCHD as recently as Q1 2025.

Sagace Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Sagace Wealth Management held 53,973 shares of Schwab US Dividend Equity ETF worth $1.66M as of Q1 2026.
Schwab US Dividend Equity ETF was a new Sagace Wealth Management position in Q1 2026.
Schwab US Dividend Equity ETF made up 1.11% of Sagace Wealth Management's portfolio in Q1 2026, its #35 holding.
Sagace Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 5 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.