Sage Investment Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sage Investment Advisers’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	$3.31M	Sell	104,385 -1,235	-1%	-$39.2K	2.23%	15
2026 Q1	$3.22M	Buy	105,620 +3,803	+4%	+$115K	2.39%	14
2025 Q4	$2.79M	Buy	+101,817	New	+$2.77M	2.09%	15
2024 Q3	$1.65M	Buy	58,716 +1,350	+2%	+$36.8K	1.73%	20
2024 Q2	$1.49M	Buy	57,366 +11,490	+25%	+$299K	1.68%	22
2024 Q1	$1.23M	Buy	45,876 +14,568	+47%	+$376K	1.41%	27
2023 Q4	$794K	Buy	31,308 +7,836	+33%	+$187K	0.96%	35
2023 Q3	$554K	Buy	23,472 +9,456	+67%	+$232K	0.76%	37
2023 Q2	$339K	Buy	+14,016	New	+$335K	0.45%	43

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Sage Investment Advisers's SCHD Position: Q2 2026 in Review

Sage Investment Advisers reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $39.2K and leaving 104,385 shares worth $3.31M. The position accounts for 2.23% of the portfolio, ranked #15.

Sage Investment Advisers first reported a position in SCHD in Q2 2023 and has held it in 9 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sage Investment Advisers held 104,385 shares of Schwab US Dividend Equity ETF worth $3.31M as of Q2 2026.
Sage Investment Advisers sold 1,235 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $39.2K.
Schwab US Dividend Equity ETF made up 2.23% of Sage Investment Advisers's portfolio in Q2 2026, its #15 holding.
Sage Investment Advisers first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 9 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.