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Sage Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sage Financial Group’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 		$844K Sell
27,521
-184
-0.7% -$5.58K 0.05% 58
2025
Q4 		$760K Sell
27,705
-1,855
-6% -$50.4K 0.05% 59
2025
Q3 		$807K Buy
29,560
+1,836
+7% +$50.1K 0.05% 55
2025
Q2 		$735K Buy
27,724
+16
+0.1% +$418 0.05% 55
2025
Q1 		$775K Sell
27,708
-2,271
-8% -$63.3K 0.06% 55
2024
Q4 		$819K Sell
29,979
-297
-1% -$8.44K 0.07% 52
2024
Q3 		$853K Sell
30,276
-1,872
-6% -$51K 0.07% 53
2024
Q2 		$833K Sell
32,148
-705
-2% -$18.4K 0.07% 52
2024
Q1 		$883K Sell
32,853
-9,318
-22% -$241K 0.08% 51
2023
Q4 		$1.07M Sell
42,171
-1,038
-2% -$24.7K 0.1% 49
2023
Q3 		$1.02M Sell
43,209
-10,194
-19% -$250K 0.11% 47
2023
Q2 		$1.29M Sell
53,403
-5,130
-9% -$123K 0.14% 44
2023
Q1 		$1.43M Sell
58,533
-1,395
-2% -$34.9K 0.16% 44
2022
Q4 		$1.51M Buy
59,928
+2,472
+4% +$61K 0.18% 42
2022
Q3 		$1.27M Sell
57,456
-1,536
-3% -$37.3K 0.17% 39
2022
Q2 		$1.41M Sell
58,992
-174
-0.3% -$4.43K 0.19% 36
2022
Q1 		$1.56M Buy
59,166
+183
+0.3% +$4.79K 0.18% 36
2021
Q4 		$1.59M Buy
58,983
+6
+0% +$156 0.17% 40
2021
Q3 		$1.46M Buy
58,977
+15
+0% +$381 0.18% 36
2021
Q2 		$1.49M Sell
58,962
-171
-0.3% -$4.32K 0.18% 36
2021
Q1 		$1.44M Buy
59,133
+12
+0% +$273 0.19% 36
2020
Q4 		$1.26M Sell
59,121
-1,191
-2% -$24.1K 0.17% 36
2020
Q3 		$1.11M Sell
60,312
-4,563
-7% -$84K 0.18% 32
2020
Q2 		$1.12M Sell
64,875
-14,952
-19% -$253K 0.2% 32
2020
Q1 		$1.2M Sell
79,827
-5,292
-6% -$95K 0.23% 34
2019
Q4 		$1.64M Sell
85,119
-150
-0.2% -$2.81K 0.23% 33
2019
Q3 		$1.56M Sell
85,269
-1,245
-1% -$22.3K 0.23% 34
2019
Q2 		$1.53M Sell
86,514
-5,397
-6% -$94.9K 0.23% 35
2019
Q1 		$1.6M Buy
91,911
+8,532
+10% +$143K 0.25% 34
2018
Q4 		$1.3M Buy
83,379
+24,960
+43% +$416K 0.22% 38
2018
Q3 		$1.03M Sell
58,419
-1,305
-2% -$22.6K 0.2% 26
2018
Q2 		$981K Sell
59,724
-1,794
-3% -$29.5K 0.21% 25
2018
Q1 		$1M Sell
61,518
-3,057
-5% -$52.1K 0.22% 23
2017
Q4 		$1.1M Sell
64,575
-450
-0.7% -$7.39K 0.21% 28
2017
Q3 		$1.01M Sell
65,025
-900
-1% -$13.8K 0.22% 22
2017
Q2 		$991K Sell
65,925
-735
-1% -$11K 0.23% 21
2017
Q1 		$991K Buy
66,660
+6,900
+12% +$102K 0.24% 21
2016
Q4 		$868K Buy
59,760
+4,410
+8% +$62.6K 0.22% 25
2016
Q3 		$781K Buy
+55,350
New +$782K 0.22% 22

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sage Financial Group's SCHD Position: Q1 2026 in Review

Sage Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.66% in Q1 2026, selling an estimated $5.58K and leaving 27,521 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #58.

Sage Financial Group first reported a position in SCHD in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.64M in Q4 2019. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Sage Financial Group held 27,521 shares of Schwab US Dividend Equity ETF worth $844K as of Q1 2026.
  • Sage Financial Group sold 184 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.58K.
  • Schwab US Dividend Equity ETF made up 0.05% of Sage Financial Group's portfolio in Q1 2026, its #58 holding.
  • Sage Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2016 and has held it in 39 quarters since.
  • Sage Financial Group's Schwab US Dividend Equity ETF position peaked at $1.64M in Q4 2019.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.