Aspire Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aspire Capital 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	$30.1M	Sell	980,800 -83,161	-8%	-$2.52M	6.78%	4
2025 Q4	$29.2M	Buy	1,063,961 +30,146	+3%	+$820K	6.86%	4
2025 Q3	$28.2M	Buy	1,033,815 +131,957	+15%	+$3.6M	6.96%	4
2025 Q2	$23.9M	Sell	901,858 -138,202	-13%	-$3.61M	6.6%	4
2025 Q1	$29.1M	Sell	1,040,060 -49,585	-5%	-$1.38M	8.68%	1
2024 Q4	$29.8M	Buy	1,089,645 +47,118	+5%	+$1.34M	8.51%	3
2024 Q3	$29.4M	Buy	1,042,527 +58,014	+6%	+$1.58M	8.76%	3
2024 Q2	$25.5M	Buy	984,513 +20,628	+2%	+$537K	8.35%	3
2024 Q1	$25.9M	Buy	963,885 +55,374	+6%	+$1.43M	8.72%	3
2023 Q4	$23.1M	Buy	908,511 +6,891	+0.8%	+$164K	9.36%	3
2023 Q3	$21.3M	Buy	901,620 +112,476	+14%	+$2.76M	9.68%	3
2023 Q2	$19.1M	Buy	789,144 +20,619	+3%	+$493K	9.28%	3
2023 Q1	$18.7M	Buy	768,525 +10,755	+1%	+$269K	9.83%	3
2022 Q4	$19.1M	Buy	757,770 +523,407	+223%	+$12.9M	10.87%	2
2022 Q3	$5.19M	Buy	234,363 +13,203	+6%	+$321K	4.12%	7
2022 Q2	$5.28M	Buy	+221,160	New	+$5.63M	4%	8

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

Aspire Capital Advisors's SCHD Position: Q1 2026 in Review

Aspire Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.8% in Q1 2026, selling an estimated $2.52M and leaving 980,800 shares worth $30.1M. The position accounts for 6.78% of the portfolio, ranked #4.

Aspire Capital Advisors first reported a position in SCHD in Q2 2022 and has held it in 16 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Aspire Capital Advisors held 980,800 shares of Schwab US Dividend Equity ETF worth $30.1M as of Q1 2026.
Aspire Capital Advisors sold 83,161 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.52M.
Schwab US Dividend Equity ETF made up 6.78% of Aspire Capital Advisors's portfolio in Q1 2026, its #4 holding.
Aspire Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.