Badgley Phelps Wealth Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Badgley Phelps Wealth Managers's SCHD Position: Q1 2026 in Review
Badgley Phelps Wealth Managers increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q1 2026, buying an estimated $167K and bringing the position to 36,168 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #195.
Badgley Phelps Wealth Managers first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Badgley Phelps Wealth Managers held 36,168 shares of Schwab US Dividend Equity ETF worth $1.11M as of Q1 2026.
- Badgley Phelps Wealth Managers bought 5,492 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $167K.
- Schwab US Dividend Equity ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #195 holding.
- Badgley Phelps Wealth Managers first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.