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

Sage Financial Management 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
Q2 		$9.63M Buy
303,678
+7,723
+3% +$245K 2.65% 13
2026
Q1 		$9.08M Buy
295,955
+10,528
+4% +$319K 2.79% 12
2025
Q4 		$7.83M Sell
285,427
-10,952
-4% -$298K 2.39% 14
2025
Q3 		$8.09M Buy
296,379
+12,423
+4% +$339K 2.58% 13
2025
Q2 		$7.53M Sell
283,956
-15,312
-5% -$400K 2.6% 13
2025
Q1 		$8.37M Buy
299,268
+21,188
+8% +$591K 3.04% 9
2024
Q4 		$7.6M Buy
278,080
+20,053
+8% +$570K 2.81% 12
2024
Q3 		$7.27M Buy
+258,027
New +$7.03M 2.82% 13
2024
Q2 		– Sell
-203,952
Closed -$5.48M – 36
2024
Q1 		$5.48M Buy
203,952
+29,517
+17% +$763K 2.6% 14
2023
Q4 		$4.43M Buy
174,435
+9,705
+6% +$231K 2.38% 13
2023
Q3 		$3.88M Buy
+164,730
New +$4.04M 2.34% 13
2023
Q2 		– Sell
-118,551
Closed -$2.89M – 21
2023
Q1 		$2.89M Sell
118,551
-22,521
-16% -$563K 2.33% 13
2022
Q4 		$3.55M Buy
141,072
+22,317
+19% +$551K 2.48% 13
2022
Q3 		$2.63M Sell
118,755
-453
-0.4% -$11K 2.32% 13
2022
Q2 		$2.85M Buy
119,208
+5,199
+5% +$132K 1.99% 14
2022
Q1 		$3M Buy
114,009
+9,456
+9% +$248K 2.06% 12
2021
Q4 		$2.82M Buy
+104,553
New +$2.72M 1.88% 12
2021
Q3 		– Sell
-91,749
Closed -$2.31M – 20
2021
Q2 		$2.31M Buy
91,749
+8,655
+10% +$219K 2.11% 12
2021
Q1 		$2.02M Buy
83,094
+7,590
+10% +$173K 1.56% 15
2020
Q4 		$1.61M Buy
+75,504
New +$1.53M 1.27% 15

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Sage Financial Management Group's SCHD Position: Q2 2026 in Review

Sage Financial Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q2 2026, buying an estimated $245K and bringing the position to 303,678 shares worth $9.63M. The position accounts for 2.65% of the portfolio, ranked #13.

Sage Financial Management Group first reported a position in SCHD in Q4 2020 and has held it in 20 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Sage Financial Management Group held 303,678 shares of Schwab US Dividend Equity ETF worth $9.63M as of Q2 2026.
  • Sage Financial Management Group bought 7,723 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $245K.
  • Schwab US Dividend Equity ETF made up 2.65% of Sage Financial Management Group's portfolio in Q2 2026, its #13 holding.
  • Sage Financial Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.