Advance Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advance Capital 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	$910K	Sell	29,670 -2,223	-7%	-$67.4K	0.03%	68
2025 Q4	$875K	Sell	31,893 -5,173	-14%	-$141K	0.04%	73
2025 Q3	$1.01M	Sell	37,066 -2,743	-7%	-$74.8K	0.04%	61
2025 Q2	$1.05M	Sell	39,809 -8,902	-18%	-$232K	0.05%	56
2025 Q1	$1.36M	Buy	48,711 +9,104	+23%	+$254K	0.07%	48
2024 Q4	$1.08M	Buy	39,607 +6,385	+19%	+$182K	0.05%	47
2024 Q3	$936K	Buy	33,222 +2,904	+10%	+$79.1K	0.04%	54
2024 Q2	$786K	Sell	30,318 -2,160	-7%	-$56.2K	0.04%	59
2024 Q1	$873K	Buy	32,478 +516	+2%	+$13.3K	0.06%	52
2023 Q4	$811K	Buy	31,962 +30	+0.1%	+$715	0.06%	43
2023 Q3	$753K	Buy	31,932 +5,808	+22%	+$143K	0.07%	45
2023 Q2	$632K	Sell	26,124 -3,414	-12%	-$81.6K	0.07%	50
2023 Q1	$720K	Buy	29,538 +14,103	+91%	+$353K	0.13%	40
2022 Q4	$389K	Sell	15,435 -1,203	-7%	-$29.7K	0.05%	62
2022 Q3	$368K	Buy	+16,638	New	+$404K	0.05%	56

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

Advance Capital Management's SCHD Position: Q1 2026 in Review

Advance Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7% in Q1 2026, selling an estimated $67.4K and leaving 29,670 shares worth $910K. The position accounts for 0.03% of the portfolio, ranked #68.

Advance Capital Management first reported a position in SCHD in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Advance Capital Management held 29,670 shares of Schwab US Dividend Equity ETF worth $910K as of Q1 2026.
Advance Capital Management sold 2,223 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $67.4K.
Schwab US Dividend Equity ETF made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #68 holding.
Advance Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 15 quarters since.
Advance Capital Management's Schwab US Dividend Equity ETF position peaked at $1.36M in Q1 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.