Sage Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sage Capital Advisors’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
2025 Q3	–	Sell	-17,455	Closed	-$463K	–	139
2025 Q2	$463K	Sell	17,455 -3,086	-15%	-$80.6K	0.11%	97
2025 Q1	$574K	Buy	20,541 +76	+0.4%	+$2.12K	0.15%	83
2024 Q4	$559K	Buy	20,465 +80	+0.4%	+$2.27K	0.15%	85
2024 Q3	$574K	Buy	20,385 +159	+0.8%	+$4.33K	0.15%	89
2024 Q2	$524K	Hold	20,226	–	–	0.15%	90
2024 Q1	$544K	Buy	20,226 +12,153	+151%	+$314K	0.16%	85
2023 Q4	$205K	Buy	+8,073	New	+$192K	0.07%	128

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sage Capital Advisors's SCHD Position: Q3 2025 in Review

Sage Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 17,455 shares — an estimated $463K sold.

Sage Capital Advisors first reported a position in SCHD in Q4 2023 and held it in 7 quarters. The position peaked at $574K in Q3 2024. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Sage Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Sage Capital Advisors sold 17,455 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $463K.
Sage Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 7 quarters.
Sage Capital Advisors's Schwab US Dividend Equity ETF position peaked at $574K in Q3 2024.
1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Sage Capital Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.