Armor Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Armor Investment Advisors’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	$2.06M	Sell	67,137 -11,568	-15%	-$351K	0.74%	27
2025 Q4	$2.16M	Sell	78,705 -16,646	-17%	-$453K	0.79%	26
2025 Q3	$2.6M	Sell	95,351 -126,980	-57%	-$3.46M	0.82%	27
2025 Q2	$5.89M	Sell	222,331 -869	-0.4%	-$22.7K	2.22%	12
2025 Q1	$6.24M	Buy	223,200 +151	+0.1%	+$4.21K	2.58%	12
2024 Q4	$6.09M	Buy	223,049 +1,667	+0.8%	+$47.4K	2.5%	12
2024 Q3	$6.24M	Sell	221,382 -5,226	-2%	-$142K	2.58%	11
2024 Q2	$5.87M	Buy	226,608 +6,153	+3%	+$160K	2.71%	11
2024 Q1	$5.93M	Buy	220,455 +1,998	+0.9%	+$51.6K	2.85%	9
2023 Q4	$5.54M	Buy	218,457 +5,718	+3%	+$136K	2.93%	9
2023 Q3	$5.02M	Buy	212,739 +13,779	+7%	+$338K	2.98%	7
2023 Q2	$4.82M	Buy	198,960 +8,340	+4%	+$199K	2.92%	8
2023 Q1	$4.65M	Buy	190,620 +11,427	+6%	+$286K	2.66%	9
2022 Q4	$4.51M	Buy	179,193 +12,573	+8%	+$310K	2.74%	8
2022 Q3	$3.69M	Buy	166,620 +9,888	+6%	+$240K	2.51%	8
2022 Q2	$3.74M	Buy	156,732 +15,987	+11%	+$407K	2.43%	11
2022 Q1	$3.7M	Buy	140,745 +17,016	+14%	+$446K	2.09%	12
2021 Q4	$3.33M	Buy	123,729 +22,551	+22%	+$586K	1.88%	15
2021 Q3	$2.5M	Buy	101,178 +831	+0.8%	+$21.1K	1.57%	17
2021 Q2	$2.53M	Buy	100,347 +3,984	+4%	+$101K	1.53%	18
2021 Q1	$2.34M	Buy	96,363 +7,623	+9%	+$173K	1.52%	18
2020 Q4	$1.9M	Buy	88,740 +4,479	+5%	+$90.8K	1.34%	23
2020 Q3	$1.55M	Buy	84,261 +9,948	+13%	+$183K	1.33%	25
2020 Q2	$1.28M	Sell	74,313 -684	-0.9%	-$11.6K	1.11%	33
2020 Q1	$1.12M	Sell	74,997 -1,041	-1%	-$18.7K	1.15%	31
2019 Q4	$1.47M	Buy	76,038 +2,835	+4%	+$53.1K	1.14%	27
2019 Q3	$1.34M	Buy	73,203 +1,989	+3%	+$35.6K	1.09%	30
2019 Q2	$1.26M	Buy	71,214 +2,190	+3%	+$38.5K	1.06%	30
2019 Q1	$1.2M	Buy	69,024 +12,009	+21%	+$202K	1.04%	32
2018 Q4	$893K	Buy	57,015 +3,843	+7%	+$64K	0.91%	37
2018 Q3	$939K	Buy	53,172 +2,379	+5%	+$41.2K	0.83%	41
2018 Q2	$835K	Buy	50,793 +9,300	+22%	+$153K	0.75%	44
2018 Q1	$678K	Buy	41,493 +4,785	+13%	+$81.6K	0.62%	52
2017 Q4	$626K	Sell	36,708 -291	-0.8%	-$4.78K	0.57%	55
2017 Q3	$577K	Buy	36,999 +2,556	+7%	+$39.1K	0.55%	58
2017 Q2	$518K	Buy	34,443 +9,009	+35%	+$135K	0.52%	59
2017 Q1	$378K	Buy	25,434 +1,116	+5%	+$16.5K	0.38%	69
2016 Q4	$353K	Buy	+24,318	New	+$345K	0.36%	70

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

Armor Investment Advisors's SCHD Position: Q1 2026 in Review

Armor Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q1 2026, selling an estimated $351K and leaving 67,137 shares worth $2.06M. The position accounts for 0.74% of the portfolio, ranked #27.

Armor Investment Advisors first reported a position in SCHD in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.24M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Armor Investment Advisors held 67,137 shares of Schwab US Dividend Equity ETF worth $2.06M as of Q1 2026.
Armor Investment Advisors sold 11,568 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $351K.
Schwab US Dividend Equity ETF made up 0.74% of Armor Investment Advisors's portfolio in Q1 2026, its #27 holding.
Armor Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 38 quarters since.
Armor Investment Advisors's Schwab US Dividend Equity ETF position peaked at $6.24M in Q1 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.