AWM
SCHD icon

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

Aprio 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 		$2.32M Sell
75,474
-3,708
-5% -$112K 0.13% 110
2025
Q4 		$2.2M Buy
79,182
+426
+0.5% +$11.6K 0.13% 111
2025
Q3 		$2.15M Sell
78,756
-5,996
-7% -$164K 0.21% 70
2025
Q2 		$2.25M Buy
84,752
+1,074
+1% +$28K 0.25% 62
2025
Q1 		$2.34M Sell
83,678
-4,705
-5% -$131K 0.29% 60
2024
Q4 		$2.41M Buy
88,383
+903
+1% +$25.7K 0.35% 48
2024
Q3 		$2.46M Sell
87,480
-621
-0.7% -$16.9K 0.39% 44
2024
Q2 		$2.28M Sell
88,101
-6,333
-7% -$165K 0.42% 39
2024
Q1 		$2.54M Sell
94,434
-4,437
-4% -$115K 0.5% 31
2023
Q4 		$2.51M Buy
98,871
+6,747
+7% +$161K 0.56% 30
2023
Q3 		$2.17M Buy
92,124
+67,860
+280% +$1.67M 0.6% 29
2023
Q2 		$587K Sell
24,264
-1,197
-5% -$28.6K 0.16% 68
2023
Q1 		$621K Buy
25,461
+4,959
+24% +$124K 0.19% 55
2022
Q4 		$516K Sell
20,502
-4,002
-16% -$98.8K 0.18% 61
2022
Q3 		$543K Sell
24,504
-2,799
-10% -$68K 0.22% 57
2022
Q2 		$652K Sell
27,303
-486
-2% -$12.4K 0.26% 41
2022
Q1 		$731K Buy
27,789
+10,182
+58% +$267K 0.28% 42
2021
Q4 		$474K Sell
17,607
-1,362
-7% -$35.4K 0.2% 44
2021
Q3 		$469K Sell
18,969
-8,928
-32% -$227K 0.21% 42
2021
Q2 		$703K Buy
+27,897
New +$704K 0.33% 36
2020
Q4 		$292K Sell
13,653
-12,135
-47% -$246K 0.19% 41
2020
Q3 		$475K Sell
25,788
-6,735
-21% -$124K 0.34% 38
2020
Q2 		$561K Buy
32,523
+900
+3% +$15.2K 0.54% 35
2020
Q1 		$474K Buy
+31,623
New +$568K 0.6% 31

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

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

Aprio Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q1 2026, selling an estimated $112K and leaving 75,474 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #110.

Aprio Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Aprio Wealth Management held 75,474 shares of Schwab US Dividend Equity ETF worth $2.32M as of Q1 2026.
  • Aprio Wealth Management sold 3,708 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $112K.
  • Schwab US Dividend Equity ETF made up 0.13% of Aprio Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Aprio Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 24 quarters since.
  • Aprio Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.54M in Q1 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.