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
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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

SLI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SageView Advisory Group's SCHD Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q4 2025, selling an estimated $167K and leaving 27,204 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #293.

SageView Advisory Group first reported a position in SCHD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.9M in Q1 2024. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

SageView Advisory Group held 27,204 shares of Schwab US Dividend Equity ETF worth $746K as of Q4 2025.
SageView Advisory Group sold 6,127 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $167K.
Schwab US Dividend Equity ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #293 holding.
SageView Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Schwab US Dividend Equity ETF position peaked at $1.9M in Q1 2024.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.