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

AssuredPartners 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	$1.55M	Buy	50,701 +6,877	+16%	+$209K	0.17%	140
2025 Q4	$1.2M	Buy	43,824 +35,834	+448%	+$974K	0.18%	128
2025 Q3	$218K	Sell	7,990 -5,273	-40%	-$144K	0.05%	249
2025 Q2	$351K	Sell	13,263 -160,581	-92%	-$4.19M	0.09%	169
2025 Q1	$4.86M	Buy	173,844 +8,932	+5%	+$249K	0.94%	22
2024 Q4	$4.51M	Buy	+164,912	New	+$4.69M	0.88%	26

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

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

AssuredPartners Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q1 2026, buying an estimated $209K and bringing the position to 50,701 shares worth $1.55M. The position accounts for 0.17% of the portfolio, ranked #140.

AssuredPartners Investment Advisors first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.86M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

AssuredPartners Investment Advisors held 50,701 shares of Schwab US Dividend Equity ETF worth $1.55M as of Q1 2026.
AssuredPartners Investment Advisors bought 6,877 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $209K.
Schwab US Dividend Equity ETF made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #140 holding.
AssuredPartners Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Schwab US Dividend Equity ETF position peaked at $4.86M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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