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

Sage Investment Counsel’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 		$464K Sell
14,635
-313
-2% -$9.93K 0.46% 56
2026
Q1 		$459K Buy
14,948
+2,623
+21% +$79.6K 0.51% 55
2025
Q4 		$338K Buy
12,325
+244
+2% +$6.63K 0.37% 75
2025
Q3 		$330K Sell
12,081
-66
-0.5% -$1.8K 0.37% 74
2025
Q2 		$322K Sell
12,147
-4,015
-25% -$105K 0.37% 75
2025
Q1 		$452K Buy
16,162
+6,250
+63% +$174K 0.57% 50
2024
Q4 		$271K Buy
+9,912
New +$282K 0.35% 85

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Sage Investment Counsel reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q2 2026, selling an estimated $9.93K and leaving 14,635 shares worth $464K. The position accounts for 0.46% of the portfolio, ranked #56.

Sage Investment Counsel first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 1,243 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Sage Investment Counsel held 14,635 shares of Schwab US Dividend Equity ETF worth $464K as of Q2 2026.
  • Sage Investment Counsel sold 313 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.93K.
  • Schwab US Dividend Equity ETF made up 0.46% of Sage Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • Sage Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.