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

SageGuard 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 Q2	$3.21M	Sell	101,162 -11,163	-10%	-$354K	0.45%	67
2026 Q1	$3.45M	Sell	112,325 -959	-0.8%	-$29.1K	0.53%	54
2025 Q4	$3.11M	Buy	+113,284	New	+$3.08M	0.49%	46
2021 Q3	–	Sell	-72,129	Closed	-$1.82M	–	105
2021 Q2	$1.82M	Sell	72,129 -8,118	-10%	-$205K	0.83%	29
2021 Q1	$1.96M	Buy	80,247 +1,506	+2%	+$34.3K	0.91%	29
2020 Q4	$1.69M	Buy	+78,741	New	+$1.6M	0.81%	31

Other funds holding SCHD

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

SageGuard Financial Group's SCHD Position: Q2 2026 in Review

SageGuard Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.9% in Q2 2026, selling an estimated $354K and leaving 101,162 shares worth $3.21M. The position accounts for 0.45% of the portfolio, ranked #67.

SageGuard Financial Group first reported a position in SCHD in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.45M in Q1 2026. 1,494 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SageGuard Financial Group held 101,162 shares of Schwab US Dividend Equity ETF worth $3.21M as of Q2 2026.
SageGuard Financial Group sold 11,163 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $354K.
Schwab US Dividend Equity ETF made up 0.45% of SageGuard Financial Group's portfolio in Q2 2026, its #67 holding.
SageGuard Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Schwab US Dividend Equity ETF position peaked at $3.45M in Q1 2026.
1,494 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.