Angeles Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Angeles Wealth 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	$536K	Hold	17,463	–	–	0.03%	218
2025 Q4	$479K	Hold	17,463	–	–	0.03%	216
2025 Q3	$477K	Sell	17,463 -210	-1%	-$5.73K	0.03%	192
2025 Q2	$468K	Buy	17,673 +7,173	+68%	+$187K	0.03%	187
2025 Q1	$294K	Hold	10,500	–	–	0.02%	216
2024 Q4	$287K	Buy	10,500 +10,410	+11,567%	+$296K	0.02%	224
2024 Q3	$2.54K	Hold	90	–	–	﹤0.01%	327
2024 Q2	$2.33K	Sell	90 -975	-92%	-$25.4K	﹤0.01%	302
2024 Q1	$28.6K	Sell	1,065 -6	-0.6%	-$155	﹤0.01%	264
2023 Q4	$27.2K	Sell	1,071 -4,764	-82%	-$114K	﹤0.01%	238
2023 Q3	$138K	Sell	5,835 -14,670	-72%	-$360K	0.02%	179
2023 Q2	$496K	Buy	20,505 +90	+0.4%	+$2.15K	0.07%	110
2023 Q1	$498K	Sell	20,415 -2,910	-12%	-$72.8K	0.07%	113
2022 Q4	$587K	Buy	23,325 +3,885	+20%	+$95.9K	0.1%	100
2022 Q3	$430K	Buy	19,440 +192	+1%	+$4.67K	0.09%	102
2022 Q2	$460K	Buy	+19,248	New	+$490K	0.09%	104

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

Angeles Wealth Management's SCHD Position: Q1 2026 in Review

Angeles Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 17,463 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #218.

Angeles Wealth Management first reported a position in SCHD in Q2 2022 and has held it in 16 quarters since. The position peaked at $587K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Angeles Wealth Management held 17,463 shares of Schwab US Dividend Equity ETF worth $536K as of Q1 2026.
Angeles Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #218 holding.
Angeles Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
Angeles Wealth Management's Schwab US Dividend Equity ETF position peaked at $587K in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.