Advisornet Financial’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 | $24.7M | Sell |
806,239
-54,966
| -6% | -$1.67M | 1.28% | 15 |
|
|
2025
Q4 | $23.6M | Sell |
861,205
-93,457
| -10% | -$2.54M | 1.26% | 17 |
|
|
2025
Q3 | $26.1M | Sell |
954,662
-32,366
| -3% | -$883K | 1.47% | 11 |
|
|
2025
Q2 | $26.2M | Buy |
987,028
+99,416
| +11% | +$2.6M | 1.69% | 7 |
|
|
2025
Q1 | $24.8M | Buy |
887,612
+104,544
| +13% | +$2.91M | 1.84% | 5 |
|
|
2024
Q4 | $21.4M | Buy |
783,068
+63,173
| +9% | +$1.8M | 1.79% | 7 |
|
|
2024
Q3 | $20.3M | Buy |
719,895
+81,138
| +13% | +$2.21M | 1.52% | 9 |
|
|
2024
Q2 | $16.6M | Buy |
638,757
+54,897
| +9% | +$1.43M | 1.5% | 8 |
|
|
2024
Q1 | $15.7M | Buy |
583,860
+34,407
| +6% | +$889K | 1.51% | 8 |
|
|
2023
Q4 | $13.9M | Buy |
549,453
+126,468
| +30% | +$3.01M | 1.29% | 12 |
|
|
2023
Q3 | $9.98M | Buy |
422,985
+172,659
| +69% | +$4.24M | 0.91% | 24 |
|
|
2023
Q2 | $6.06M | Buy |
250,326
+35,673
| +17% | +$852K | 0.52% | 38 |
|
|
2023
Q1 | $5.23M | Buy |
214,653
+56,091
| +35% | +$1.4M | 0.48% | 45 |
|
|
2022
Q4 | $3.99M | Buy |
158,562
+86,226
| +119% | +$2.13M | 0.39% | 63 |
|
|
2022
Q3 | $1.6M | Buy |
72,336
+10,335
| +17% | +$251K | 0.16% | 148 |
|
|
2022
Q2 | $1.48M | Sell |
62,001
-145,086
| -70% | -$3.69M | 0.15% | 162 |
|
|
2022
Q1 | $5.45M | Sell |
207,087
-163,578
| -44% | -$4.28M | 0.34% | 60 |
|
|
2021
Q4 | $9.99M | Sell |
370,665
-21,222
| -5% | -$551K | 0.62% | 31 |
|
|
2021
Q3 | $9.7M | Sell |
391,887
-13,335
| -3% | -$339K | 0.67% | 26 |
|
|
2021
Q2 | $10.2M | Buy |
405,222
+2,724
| +0.7% | +$68.8K | 0.68% | 24 |
|
|
2021
Q1 | $9.78M | Sell |
402,498
-56,622
| -12% | -$1.29M | 0.7% | 22 |
|
|
2020
Q4 | $9.82M | Buy |
459,120
+23,487
| +5% | +$476K | 0.79% | 21 |
|
|
2020
Q3 | $8.03M | Buy |
435,633
+103,026
| +31% | +$1.9M | 0.69% | 23 |
|
|
2020
Q2 | $5.74M | Buy |
332,607
+195,099
| +142% | +$3.29M | 0.46% | 46 |
|
|
2020
Q1 | $2.06M | Sell |
137,508
-25,695
| -16% | -$461K | 0.19% | 114 |
|
|
2019
Q4 | $3.15M | Sell |
163,203
-8,421
| -5% | -$158K | 0.27% | 81 |
|
|
2019
Q3 | $3.13M | Sell |
171,624
-13,971
| -8% | -$250K | 0.29% | 77 |
|
|
2019
Q2 | $3.28M | Sell |
185,595
-8,706
| -4% | -$153K | 0.36% | 58 |
|
|
2019
Q1 | $3.39M | Sell |
194,301
-4,950
| -2% | -$83.2K | 0.41% | 51 |
|
|
2018
Q4 | $3.12M | Buy |
199,251
+17,238
| +9% | +$287K | 0.43% | 47 |
|
|
2018
Q3 | $3.22M | Sell |
182,013
-20,784
| -10% | -$360K | 0.4% | 47 |
|
|
2018
Q2 | $3.33M | Sell |
202,797
-28,917
| -12% | -$476K | 0.45% | 40 |
|
|
2018
Q1 | $3.79M | Sell |
231,714
-13,905
| -6% | -$237K | 0.52% | 33 |
|
|
2017
Q4 | $4.19M | Buy |
+245,619
| New | +$4.04M | 0.64% | 26 |
|
Other funds holding SCHD
RIM
SLI
Advisornet Financial's SCHD Position: Q1 2026 in Review
Advisornet Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.4% in Q1 2026, selling an estimated $1.67M and leaving 806,239 shares worth $24.7M. The position accounts for 1.28% of the portfolio, ranked #15.
Advisornet Financial first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. The position peaked at $26.2M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Advisornet Financial held 806,239 shares of Schwab US Dividend Equity ETF worth $24.7M as of Q1 2026.
- Advisornet Financial sold 54,966 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.67M.
- Schwab US Dividend Equity ETF made up 1.28% of Advisornet Financial's portfolio in Q1 2026, its #15 holding.
- Advisornet Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Schwab US Dividend Equity ETF position peaked at $26.2M in Q2 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.