AIP
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Almanack Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Almanack Investment Partners’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 		$329K Buy
+10,710
New +$325K 0.06% 124
2025
Q3 		– Sell
-37,700
Closed -$999K – 232
2025
Q2 		$999K Buy
37,700
+2,000
+6% +$52.2K 0.16% 83
2025
Q1 		$998K Buy
+35,700
New +$995K 0.2% 61
2024
Q1 		– Sell
-19,101
Closed -$485K – 182
2023
Q4 		$485K Buy
+19,101
New +$455K 0.09% 94
2023
Q2 		– Sell
-9,846
Closed -$240K – 175
2023
Q1 		$240K Sell
9,846
-8,241
-46% -$206K 0.05% 146
2022
Q4 		$455K Buy
+18,087
New +$446K 0.1% 89
2022
Q3 		– Sell
-33,720
Closed -$805K – 900
2022
Q2 		$805K Buy
33,720
+20,805
+161% +$529K 0.08% 158
2022
Q1 		$340K Buy
12,915
+1,158
+10% +$30.3K 0.03% 331
2021
Q4 		$317K Sell
11,757
-12,834
-52% -$333K 0.03% 361
2021
Q3 		$609K Buy
24,591
+13,170
+115% +$335K 0.05% 219
2021
Q2 		$288K Sell
11,421
-380,712
-97% -$9.61M 0.03% 336
2021
Q1 		$9.53M Buy
392,133
+378,213
+2,717% +$8.6M 0.97% 24
2020
Q4 		$298K Sell
13,920
-429,570
-97% -$8.71M 0.03% 283
2020
Q3 		$9.08M Buy
443,490
+384,648
+654% +$7.08M 1.12% 22
2020
Q2 		$1.01M Buy
58,842
+19,020
+48% +$321K 0.18% 66
2020
Q1 		$597K Sell
39,822
-36,045
-48% -$647K 0.13% 101
2019
Q4 		$1.47M Sell
75,867
-1,878
-2% -$35.2K 0.28% 53
2019
Q3 		$1.42M Buy
77,745
+32,487
+72% +$581K 0.28% 56
2019
Q2 		$807K Sell
45,258
-1,422
-3% -$25K 0.19% 68
2019
Q1 		$813K Sell
46,680
-21,327
-31% -$359K 0.23% 52
2018
Q4 		$1.06M Sell
68,007
-10,794
-14% -$180K 0.31% 41
2018
Q3 		$1.36M Sell
78,801
-16,629
-17% -$288K 0.36% 48
2018
Q2 		$1.57M Sell
95,430
-172,155
-64% -$2.83M 0.71% 24
2018
Q1 		$4.36M Sell
267,585
-27,978
-9% -$477K 1.68% 20
2017
Q4 		$5.07M Buy
295,563
+44,064
+18% +$724K 2% 17
2017
Q3 		$3.92M Buy
251,499
+133,308
+113% +$2.04M 1.9% 20
2017
Q2 		$1.78M Buy
118,191
+39,258
+50% +$589K 0.99% 31
2017
Q1 		$1.17M Buy
78,933
+7,395
+10% +$109K 0.88% 29
2016
Q4 		$1.04M Buy
+71,538
New +$1.02M 0.87% 29

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Almanack Investment Partners's SCHD Position: Q1 2026 in Review

Almanack Investment Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 10,710 shares worth $329K. The stake represents 0.06% of the portfolio and ranks #124 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in SCHD as recently as Q2 2025.

Almanack Investment Partners first reported a position in SCHD in Q4 2016 and has held it in 29 quarters since. The position peaked at $9.53M in Q1 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Almanack Investment Partners held 10,710 shares of Schwab US Dividend Equity ETF worth $329K as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new Almanack Investment Partners position in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.06% of Almanack Investment Partners's portfolio in Q1 2026, its #124 holding.
  • Almanack Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 29 quarters since.
  • Almanack Investment Partners's Schwab US Dividend Equity ETF position peaked at $9.53M in Q1 2021.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.