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

49 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 Q1	$595K	Buy	+19,397	New	+$588K	0.04%	101
2025 Q4	–	Sell	-13,323	Closed	-$364K	–	218
2025 Q3	$364K	Sell	13,323 -2,778	-17%	-$75.8K	0.03%	127
2025 Q2	$427K	Sell	16,101 -3,087	-16%	-$80.6K	0.05%	99
2025 Q1	$537K	Sell	19,188 -411	-2%	-$11.5K	0.06%	90
2024 Q4	$535K	Sell	19,599 -2,883	-13%	-$82K	0.08%	79
2024 Q3	$633K	Sell	22,482 -159	-0.7%	-$4.33K	0.1%	73
2024 Q2	$584K	Buy	22,641 +1,857	+9%	+$48.3K	0.12%	78
2024 Q1	$555K	Buy	20,784 +4,266	+26%	+$110K	0.12%	53
2023 Q4	$419K	Buy	+16,518	New	+$394K	0.11%	61

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

49 Wealth Management's SCHD Position: Q1 2026 in Review

49 Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 19,397 shares worth $595K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in SCHD as recently as Q3 2025.

49 Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. The position peaked at $633K in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

49 Wealth Management held 19,397 shares of Schwab US Dividend Equity ETF worth $595K as of Q1 2026.
Schwab US Dividend Equity ETF was a new 49 Wealth Management position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #101 holding.
49 Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
49 Wealth Management's Schwab US Dividend Equity ETF position peaked at $633K in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.