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 Q2	$1.51M	Buy	47,556 +2,201	+5%	+$69.8K	0.02%	266
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

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

Sagespring Wealth Partners's SCHD Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q2 2026, buying an estimated $69.8K and bringing the position to 47,556 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #266.

Sagespring Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q1 2025. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sagespring Wealth Partners held 47,556 shares of Schwab US Dividend Equity ETF worth $1.51M as of Q2 2026.
Sagespring Wealth Partners bought 2,201 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $69.8K.
Schwab US Dividend Equity ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #266 holding.
Sagespring Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Schwab US Dividend Equity ETF position peaked at $2.02M in Q1 2025.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.