1900 Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

1900 Wealth Management’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	$703K	Sell	22,161 -371	-2%	-$11.8K	0.04%	148
2026 Q1	$691K	Buy	22,532 +2,561	+13%	+$77.7K	0.04%	139
2025 Q4	$548K	Buy	+19,971	New	+$543K	0.04%	152
2024 Q2	–	Sell	-10,173	Closed	-$273K	–	234
2024 Q1	$273K	Buy	10,173 +78	+0.8%	+$2.02K	0.02%	205
2023 Q4	$256K	Buy	+10,095	New	+$241K	0.02%	258
2023 Q2	–	Sell	-8,145	Closed	-$205K	–	255
2023 Q1	$205K	Hold	8,145	–	–	0.02%	231
2022 Q4	$205K	Buy	+8,145	New	+$201K	0.02%	226
2022 Q2	–	Sell	-8,145	Closed	-$214K	–	238
2022 Q1	$214K	Buy	+8,145	New	+$213K	0.02%	232

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

1900 Wealth Management's SCHD Position: Q2 2026 in Review

1900 Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, selling an estimated $11.8K and leaving 22,161 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #148.

1900 Wealth Management first reported a position in SCHD in Q1 2022 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

1900 Wealth Management held 22,161 shares of Schwab US Dividend Equity ETF worth $703K as of Q2 2026.
1900 Wealth Management sold 371 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $11.8K.
Schwab US Dividend Equity ETF made up 0.04% of 1900 Wealth Management's portfolio in Q2 2026, its #148 holding.
1900 Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.