SageView Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SageView Advisory 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	$2.41M	Buy	75,919 +47,166	+164%	+$1.5M	0.08%	141
2026 Q1	$882K	Buy	28,753 +1,549	+6%	+$47K	0.03%	246
2025 Q4	$746K	Sell	27,204 -6,127	-18%	-$167K	0.03%	293
2025 Q3	$910K	Buy	33,331 +71	+0.2%	+$1.94K	0.03%	278
2025 Q2	$905K	Buy	33,260 +21,780	+190%	+$569K	0.03%	259
2025 Q1	$321K	Buy	11,480 +1,766	+18%	+$49.2K	0.01%	452
2024 Q4	$265K	Buy	9,714 +45	+0.5%	+$1.28K	0.01%	491
2024 Q3	$272K	Sell	9,669 -255	-3%	-$6.95K	0.01%	425
2024 Q2	$257K	Sell	9,924 -90,033	-90%	-$2.34M	0.01%	473
2024 Q1	$1.9M	Buy	99,957 +83,412	+504%	+$2.15M	0.1%	116
2023 Q4	$426K	Sell	16,545 -55,365	-77%	-$1.32M	0.02%	428
2023 Q3	$1.7M	Buy	71,910 +510	+0.7%	+$12.5K	0.1%	127
2023 Q2	$1.73M	Buy	71,400 +38,799	+119%	+$927K	0.1%	130
2023 Q1	$795K	Buy	32,601 +6,576	+25%	+$164K	0.05%	242
2022 Q4	$655K	Buy	+26,025	New	+$642K	0.05%	205

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

SageView Advisory Group's SCHD Position: Q2 2026 in Review

SageView Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 164% in Q2 2026, buying an estimated $1.5M and bringing the position to 75,919 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #141.

SageView Advisory Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SageView Advisory Group held 75,919 shares of Schwab US Dividend Equity ETF worth $2.41M as of Q2 2026.
SageView Advisory Group bought 47,166 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.5M.
Schwab US Dividend Equity ETF made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #141 holding.
SageView Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.