AA
SCHD icon

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

Auxano 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 		$4.34M Sell
141,601
-5,347
-4% -$162K 0.87% 18
2025
Q4 		$4.03M Sell
146,948
-16,504
-10% -$449K 0.8% 19
2025
Q3 		$4.46M Sell
163,452
-20,313
-11% -$554K 0.95% 18
2025
Q2 		$4.87M Buy
183,765
+1,108
+0.6% +$28.9K 1.14% 16
2025
Q1 		$5.11M Sell
182,657
-654
-0.4% -$18.2K 1.35% 13
2024
Q4 		$5.01M Buy
183,311
+1,037
+0.6% +$29.5K 1.26% 16
2024
Q3 		$5.14M Buy
182,274
+3,318
+2% +$90.4K 1.33% 16
2024
Q2 		$4.64M Sell
178,956
-294
-0.2% -$7.65K 1.28% 17
2024
Q1 		$4.82M Buy
179,250
+42,432
+31% +$1.1M 1.4% 14
2023
Q4 		$3.47M Sell
136,818
-39,855
-23% -$950K 1.17% 17
2023
Q3 		$4.17M Buy
176,673
+3,405
+2% +$83.6K 1.7% 13
2023
Q2 		$4.23M Hold
173,268
– – 1.69% 15
2023
Q1 		$4.23M Buy
173,268
+71,550
+70% +$1.79M 1.69% 15
2022
Q4 		$2.56M Buy
101,718
+1,206
+1% +$29.8K 1.16% 24
2022
Q3 		$2.23M Buy
100,512
+19,764
+24% +$480K 1.02% 23
2022
Q2 		$1.93M Buy
80,748
+46,698
+137% +$1.19M 0.95% 24
2022
Q1 		$895K Buy
34,050
+87
+0.3% +$2.28K 0.38% 31
2021
Q4 		$915K Buy
33,963
+105
+0.3% +$2.73K 0.41% 30
2021
Q3 		$838K Buy
33,858
+102
+0.3% +$2.59K 0.38% 30
2021
Q2 		$851K Buy
33,756
+22,521
+200% +$569K 0.39% 32
2021
Q1 		$273K Buy
+11,235
New +$256K 0.17% 47

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

Auxano Advisors's SCHD Position: Q1 2026 in Review

Auxano Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q1 2026, selling an estimated $162K and leaving 141,601 shares worth $4.34M. The position accounts for 0.87% of the portfolio, ranked #18.

Auxano Advisors first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.14M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Auxano Advisors held 141,601 shares of Schwab US Dividend Equity ETF worth $4.34M as of Q1 2026.
  • Auxano Advisors sold 5,347 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $162K.
  • Schwab US Dividend Equity ETF made up 0.87% of Auxano Advisors's portfolio in Q1 2026, its #18 holding.
  • Auxano Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • Auxano Advisors's Schwab US Dividend Equity ETF position peaked at $5.14M in Q3 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.