Sanctuary Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28M Buy
911,443
+414,039
+83% +$12.6M 0.15% 147
2025
Q4
$13.6M Buy
497,404
+20,465
+4% +$556K 0.07% 272
2025
Q3
$13M Sell
476,939
-326,446
-41% -$8.91M 0.07% 274
2025
Q2
$21.3M Sell
803,385
-270
-0% -$7.05K 0.13% 167
2025
Q1
$22.5M Sell
803,655
-121,147
-13% -$3.38M 0.16% 142
2024
Q4
$25.9M Sell
924,802
-1,812,965
-66% -$51.5M 0.16% 129
2024
Q3
$26.8M Buy
2,737,767
+1,851,924
+209% +$50.5M 0.17% 124
2024
Q2
$22.9M Buy
+885,843
New +$23.1M 0.17% 129

Other funds holding SCHD

Sanctuary Advisors's SCHD Position: Q1 2026 in Review

Sanctuary Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 83% in Q1 2026, buying an estimated $12.6M and bringing the position to 911,443 shares worth $28M. The position accounts for 0.15% of the portfolio, ranked #147.

Sanctuary Advisors first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Sanctuary Advisors held 911,443 shares of Schwab US Dividend Equity ETF worth $28M as of Q1 2026.
  • Sanctuary Advisors bought 414,039 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $12.6M.
  • Schwab US Dividend Equity ETF made up 0.15% of Sanctuary Advisors's portfolio in Q1 2026, its #147 holding.
  • Sanctuary Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.