Aldebaran Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aldebaran Financial’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	$660K	Hold	21,500	–	–	0.63%	41
2025 Q4	$594K	Hold	21,500	–	–	0.55%	42
2025 Q3	$587K	Sell	21,500 -24	-0.1%	-$655	0.59%	43
2025 Q2	$570K	Hold	21,524	–	–	0.63%	40
2025 Q1	$602K	Hold	21,524	–	–	0.74%	38
2024 Q4	$586K	Buy	+21,524	New	+$612K	0.69%	41
2017 Q4	–	Sell	-58,257	Closed	-$909K	–	95
2017 Q3	$909K	Buy	58,257 +21	+0%	+$321	0.63%	52
2017 Q2	$875K	Buy	58,236 +24	+0%	+$360	0.64%	50
2017 Q1	$865K	Buy	58,212 +24	+0%	+$354	0.66%	49
2016 Q4	$845K	Buy	58,188 +27	+0%	+$383	0.67%	53
2016 Q3	$820K	Buy	58,161 +18	+0%	+$254	0.65%	55
2016 Q2	$811K	Buy	58,143 +24	+0%	+$323	0.65%	53
2016 Q1	$777K	Buy	58,119 +24	+0%	+$304	0.68%	50
2015 Q4	$741K	Buy	58,095 +21	+0%	+$271	0.69%	48
2015 Q3	$696K	Buy	+58,074	New	+$725K	0.66%	49

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

Aldebaran Financial's SCHD Position: Q1 2026 in Review

Aldebaran Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 21,500 shares worth $660K. The position accounts for 0.63% of the portfolio, ranked #41.

Aldebaran Financial first reported a position in SCHD in Q3 2015 and has held it in 15 quarters since. The position peaked at $909K in Q3 2017. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Aldebaran Financial held 21,500 shares of Schwab US Dividend Equity ETF worth $660K as of Q1 2026.
Aldebaran Financial left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.63% of Aldebaran Financial's portfolio in Q1 2026, its #41 holding.
Aldebaran Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and has held it in 15 quarters since.
Aldebaran Financial's Schwab US Dividend Equity ETF position peaked at $909K in Q3 2017.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.