Sagespring Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sagespring Wealth Partners’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 Q1	$1.39M	Buy	45,355 +1,437	+3%	+$43.6K	0.03%	254
2025 Q4	$1.2M	Sell	43,918 -14,039	-24%	-$382K	0.02%	275
2025 Q3	$1.58M	Sell	57,957 -5,780	-9%	-$158K	0.03%	218
2025 Q2	$1.69M	Sell	63,737 -8,522	-12%	-$223K	0.04%	195
2025 Q1	$2.02M	Sell	72,259 -866	-1%	-$24.1K	0.05%	154
2024 Q4	$2M	Buy	+73,125	New	+$2.08M	0.05%	146

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sagespring Wealth Partners's SCHD Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q1 2026, buying an estimated $43.6K and bringing the position to 45,355 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #254.

Sagespring Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Sagespring Wealth Partners held 45,355 shares of Schwab US Dividend Equity ETF worth $1.39M as of Q1 2026.
Sagespring Wealth Partners bought 1,437 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $43.6K.
Schwab US Dividend Equity ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #254 holding.
Sagespring Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Schwab US Dividend Equity ETF position peaked at $2.02M in Q1 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.