Advisory Services Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advisory Services Network’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	$22.2M	Buy	724,166 +62,830	+10%	+$1.91M	0.3%	52
2025 Q4	$18.1M	Buy	661,336 +7,445	+1%	+$202K	0.26%	72
2025 Q3	$17.9M	Buy	653,891 +23,513	+4%	+$641K	0.26%	65
2025 Q2	$16.7M	Buy	630,378 +95,628	+18%	+$2.5M	0.27%	63
2025 Q1	$15M	Buy	534,750 +89,294	+20%	+$2.49M	0.29%	60
2024 Q4	$12.2M	Sell	445,456 -158,663	-26%	-$4.51M	0.23%	83
2024 Q3	$15.7M	Hold	604,119	–	–	0.32%	54
2024 Q2	$15.7M	Buy	604,119 +5,826	+1%	+$152K	0.32%	54
2024 Q1	$16.1M	Buy	598,293 +12,924	+2%	+$334K	0.36%	49
2023 Q4	$14.9M	Sell	585,369 -56,868	-9%	-$1.36M	0.36%	48
2023 Q3	$15.1M	Buy	642,237 +235,317	+58%	+$5.77M	0.41%	38
2023 Q2	$9.85M	Sell	406,920 -18,141	-4%	-$433K	0.26%	78
2023 Q1	$10.4M	Buy	425,061 +114,375	+37%	+$2.86M	0.29%	68
2022 Q4	$7.82M	Buy	310,686 +21,996	+8%	+$543K	0.24%	90
2022 Q3	$6.39M	Sell	288,690 -22,101	-7%	-$537K	0.23%	96
2022 Q2	$7.42M	Buy	310,791 +53,097	+21%	+$1.35M	0.25%	90
2022 Q1	$6.78M	Buy	257,694 +57,780	+29%	+$1.51M	0.2%	109
2021 Q4	$5.39M	Buy	199,914 +41,454	+26%	+$1.08M	0.16%	161
2021 Q3	$3.92M	Buy	158,460 +5,706	+4%	+$145K	0.12%	205
2021 Q2	$3.85M	Buy	152,754 +23,790	+18%	+$601K	0.12%	211
2021 Q1	$3.13M	Buy	128,964 +9,156	+8%	+$208K	0.12%	225
2020 Q4	$2.56M	Buy	119,808 +17,508	+17%	+$355K	0.1%	232
2020 Q3	$1.89M	Buy	102,300 +24,558	+32%	+$452K	0.09%	260
2020 Q2	$1.34M	Buy	77,742 +30,828	+66%	+$521K	0.07%	323
2020 Q1	$703K	Sell	46,914 -582	-1%	-$10.4K	0.05%	433
2019 Q4	$917K	Buy	47,496 +20,439	+76%	+$383K	0.05%	448
2019 Q3	$479K	Hold	27,057	–	–	0.03%	567
2019 Q2	$479K	Buy	27,057 +22,776	+532%	+$401K	0.03%	566
2019 Q1	$75K	Buy	4,281 +2,937	+219%	+$49.4K	0.01%	1090
2018 Q4	$21K	Sell	1,344 -18,312	-93%	-$305K	﹤0.01%	1483
2018 Q3	$347K	Sell	19,656 -12,309	-39%	-$213K	0.03%	613
2018 Q2	$547K	Buy	31,965 +31,662	+10,450%	+$521K	0.04%	484
2018 Q1	$5K	Buy	+303	New	+$5.17K	﹤0.01%	2132
2017 Q4	–	Sell	-312	Closed	-$5K	–	2608
2017 Q3	$5K	Hold	312	–	–	﹤0.01%	1900
2017 Q2	$5K	Buy	+312	New	+$4.68K	﹤0.01%	1825
2016 Q3	$2K	Sell	165 -3,060	-95%	-$43.2K	﹤0.01%	1805
2016 Q2	$45K	Buy	+3,225	New	+$43.5K	0.01%	812

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

Advisory Services Network's SCHD Position: Q1 2026 in Review

Advisory Services Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.5% in Q1 2026, buying an estimated $1.91M and bringing the position to 724,166 shares worth $22.2M. The position accounts for 0.3% of the portfolio, ranked #52.

Advisory Services Network first reported a position in SCHD in Q2 2016 and has held it in 37 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Advisory Services Network held 724,166 shares of Schwab US Dividend Equity ETF worth $22.2M as of Q1 2026.
Advisory Services Network bought 62,830 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.91M.
Schwab US Dividend Equity ETF made up 0.3% of Advisory Services Network's portfolio in Q1 2026, its #52 holding.
Advisory Services Network first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 37 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.