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

Axxcess 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	$21.2M	Buy	690,238 +28,415	+4%	+$862K	0.68%	33
2025 Q4	$18.2M	Sell	661,823 -5,149	-0.8%	-$140K	0.31%	64
2025 Q3	$18.2M	Buy	666,972 +26,433	+4%	+$721K	0.39%	53
2025 Q2	$17M	Sell	640,539 -10,600	-2%	-$277K	0.4%	49
2025 Q1	$18.2M	Sell	651,139 -45,182	-6%	-$1.26M	0.48%	45
2024 Q4	$19M	Buy	696,321 +30,090	+5%	+$855K	0.46%	44
2024 Q3	$18.8M	Buy	666,231 +2,229	+0.3%	+$60.7K	0.46%	48
2024 Q2	$17.2M	Buy	664,002 +16,209	+3%	+$422K	0.46%	48
2024 Q1	$17.4M	Sell	647,793 -506,322	-44%	-$13.1M	0.48%	43
2023 Q4	$29.3M	Sell	1,154,115 -284,211	-20%	-$6.77M	0.85%	23
2023 Q3	$33.9M	Buy	1,438,326 +459,687	+47%	+$11.3M	1.16%	14
2023 Q2	$23.7M	Sell	978,639 -146,418	-13%	-$3.5M	1.72%	7
2023 Q1	$27.4M	Buy	1,125,057 +97,872	+10%	+$2.45M	2.08%	7
2022 Q4	$25.9M	Sell	1,027,185 -40,437	-4%	-$998K	2.13%	5
2022 Q3	$23.6M	Buy	1,067,622 +64,431	+6%	+$1.57M	2.24%	5
2022 Q2	$24M	Sell	1,003,191 -83,970	-8%	-$2.14M	2.2%	5
2022 Q1	$28.6M	Buy	1,087,161 +77,910	+8%	+$2.04M	2.23%	5
2021 Q4	$27.2M	Buy	+1,009,251	New	+$26.2M	1.98%	5

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

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

Axxcess Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q1 2026, buying an estimated $862K and bringing the position to 690,238 shares worth $21.2M. The position accounts for 0.68% of the portfolio, ranked #33.

Axxcess Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.9M in Q3 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Axxcess Wealth Management held 690,238 shares of Schwab US Dividend Equity ETF worth $21.2M as of Q1 2026.
Axxcess Wealth Management bought 28,415 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $862K.
Schwab US Dividend Equity ETF made up 0.68% of Axxcess Wealth Management's portfolio in Q1 2026, its #33 holding.
Axxcess Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's Schwab US Dividend Equity ETF position peaked at $33.9M in Q3 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.