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

Sage Mountain 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
2026 Q2	$38.7K	Hold	1,221	–	–	﹤0.01%	274
2026 Q1	$37.5K	Buy	1,221 +561	+85%	+$17K	﹤0.01%	253
2025 Q4	$18.1K	Hold	660	–	–	﹤0.01%	543
2025 Q3	$18K	Hold	660	–	–	﹤0.01%	530
2025 Q2	$17.5K	Hold	660	–	–	﹤0.01%	473
2025 Q1	$18.5K	Hold	660	–	–	﹤0.01%	453
2024 Q4	$18K	Hold	660	–	–	﹤0.01%	447
2024 Q3	$18.6K	Hold	660	–	–	﹤0.01%	460
2024 Q2	$17.1K	Sell	660 -42,393	-98%	-$1.1M	﹤0.01%	397
2024 Q1	$1.16M	Buy	43,053 +42,393	+6,423%	+$1.1M	0.12%	88
2023 Q4	$16.7K	Sell	660 -765	-54%	-$18.2K	﹤0.01%	327
2023 Q3	$33.6K	Hold	1,425	–	–	﹤0.01%	313
2023 Q2	$34.5K	Hold	1,425	–	–	﹤0.01%	309
2023 Q1	$34.8K	Buy	1,425 +615	+76%	+$15.4K	0.01%	293
2022 Q4	$20.4K	Buy	+810	New	+$20K	﹤0.01%	259

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Mountain Advisors's SCHD Position: Q2 2026 in Review

Sage Mountain Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 1,221 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Sage Mountain Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sage Mountain Advisors held 1,221 shares of Schwab US Dividend Equity ETF worth $38.7K as of Q2 2026.
Sage Mountain Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #274 holding.
Sage Mountain Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Sage Mountain Advisors's Schwab US Dividend Equity ETF position peaked at $1.16M in Q1 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.