Anchor Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Anchor Investment 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	$4.14M	Buy	135,055 +7,107	+6%	+$216K	0.35%	72
2025 Q4	$3.51M	Sell	127,948 -1,421	-1%	-$38.6K	0.29%	93
2025 Q3	$3.53M	Buy	129,369 +8,514	+7%	+$232K	0.29%	88
2025 Q2	$3.2M	Buy	120,855 +6,318	+6%	+$165K	0.28%	92
2025 Q1	$3.2M	Sell	114,537 -470	-0.4%	-$13.1K	0.3%	90
2024 Q4	$3.14M	Sell	115,007 -544	-0.5%	-$15.5K	0.29%	91
2024 Q3	$3.26M	Buy	115,551 +1,284	+1%	+$35K	0.31%	87
2024 Q2	$2.96M	Buy	114,267 +4,830	+4%	+$126K	0.3%	90
2024 Q1	$2.94M	Buy	109,437 +3,414	+3%	+$88.2K	0.31%	89
2023 Q4	$2.69M	Buy	106,023 +9,201	+10%	+$219K	0.31%	90
2023 Q3	$2.28M	Buy	96,822 +4,719	+5%	+$116K	0.3%	93
2023 Q2	$2.23M	Buy	92,103 +15,333	+20%	+$366K	0.28%	102
2023 Q1	$1.87M	Buy	76,770 +5,337	+7%	+$133K	0.25%	105
2022 Q4	$1.8M	Sell	71,433 -336	-0.5%	-$8.29K	0.26%	111
2022 Q3	$1.59M	Buy	71,769 +14,829	+26%	+$360K	0.25%	108
2022 Q2	$1.36M	Buy	56,940 +4,479	+9%	+$114K	0.2%	127
2022 Q1	$1.38M	Buy	52,461 +4,098	+8%	+$107K	0.17%	141
2021 Q4	$1.3M	Sell	48,363 -417	-0.9%	-$10.8K	0.16%	139
2021 Q3	$1.21M	Buy	48,780 +7,536	+18%	+$192K	0.17%	133
2021 Q2	$1.04M	Buy	41,244 +624	+2%	+$15.8K	0.14%	155
2021 Q1	$987K	Buy	40,620 +12,573	+45%	+$286K	0.15%	147
2020 Q4	$600K	Buy	28,047 +8,598	+44%	+$174K	0.11%	170
2020 Q3	$358K	Buy	19,449 +8,694	+81%	+$160K	0.07%	197
2020 Q2	$186K	Buy	10,755 +915	+9%	+$15.5K	0.04%	276
2020 Q1	$148K	Buy	9,840 +2,418	+33%	+$43.4K	0.04%	292
2019 Q4	$143K	Buy	7,422 +822	+12%	+$15.4K	0.03%	329
2019 Q3	$121K	Buy	6,600 +2,406	+57%	+$43.1K	0.03%	344
2019 Q2	$74.2K	Buy	4,194 +300	+8%	+$5.28K	0.02%	405
2019 Q1	$67.8K	Sell	3,894 -699	-15%	-$11.8K	0.02%	406
2018 Q4	$71.9K	Buy	4,593 +3,900	+563%	+$65K	0.02%	384
2018 Q3	$12.3K	Buy	693 +660	+2,000%	+$11.4K	﹤0.01%	626
2018 Q2	$549	Hold	33	–	–	﹤0.01%	818
2018 Q1	$546	Hold	33	–	–	﹤0.01%	790
2017 Q4	$567	Hold	33	–	–	﹤0.01%	794
2017 Q3	$515	Buy	+33	New	+$505	﹤0.01%	759

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

Anchor Investment Management's SCHD Position: Q1 2026 in Review

Anchor Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q1 2026, buying an estimated $216K and bringing the position to 135,055 shares worth $4.14M. The position accounts for 0.35% of the portfolio, ranked #72.

Anchor Investment Management first reported a position in SCHD in Q3 2017 and has held it in 35 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Anchor Investment Management held 135,055 shares of Schwab US Dividend Equity ETF worth $4.14M as of Q1 2026.
Anchor Investment Management bought 7,107 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $216K.
Schwab US Dividend Equity ETF made up 0.35% of Anchor Investment Management's portfolio in Q1 2026, its #72 holding.
Anchor Investment Management first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 35 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.