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

Aberdeen 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	$230K	Sell	7,500 -116	-2%	-$3.52K	0.1%	145
2025 Q4	$209K	Buy	7,616 +79	+1%	+$2.15K	0.1%	150
2025 Q3	$206K	Buy	7,537 +27	+0.4%	+$737	0.13%	141
2025 Q2	$199K	Buy	7,510 +10	+0.1%	+$261	0.13%	143
2025 Q1	$210K	Hold	7,500	–	–	0.14%	139
2024 Q4	$205K	Hold	7,500	–	–	0.14%	143
2024 Q3	$211K	Hold	7,500	–	–	0.14%	142
2024 Q2	$194K	Hold	7,500	–	–	0.13%	144
2024 Q1	$202K	Hold	7,500	–	–	0.12%	147
2023 Q4	$190K	Hold	7,500	–	–	0.14%	143
2023 Q3	$177K	Hold	7,500	–	–	0.13%	142
2023 Q2	$182K	Hold	7,500	–	–	0.13%	141
2023 Q1	$183K	Hold	7,500	–	–	0.14%	142
2022 Q4	$189K	Hold	7,500	–	–	0.14%	142
2022 Q3	$166K	Hold	7,500	–	–	0.15%	135
2022 Q2	$179K	Hold	7,500	–	–	0.14%	139
2022 Q1	$197K	Hold	7,500	–	–	0.13%	144
2021 Q4	$202K	Buy	+7,500	New	+$195K	0.13%	142
2021 Q2	–	Sell	-7,500	Closed	-$182K	–	148
2021 Q1	$182K	Sell	7,500 -261	-3%	-$5.94K	0.14%	131
2020 Q4	$166K	Buy	+7,761	New	+$157K	0.13%	135

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

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

Aberdeen Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q1 2026, selling an estimated $3.52K and leaving 7,500 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #145.

Aberdeen Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 20 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Aberdeen Wealth Management held 7,500 shares of Schwab US Dividend Equity ETF worth $230K as of Q1 2026.
Aberdeen Wealth Management sold 116 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.52K.
Schwab US Dividend Equity ETF made up 0.1% of Aberdeen Wealth Management's portfolio in Q1 2026, its #145 holding.
Aberdeen Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 20 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.