Blue Sky Capital Consultants Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blue Sky Capital Consultants Group’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	$262K	Sell	8,546 -2,000	-19%	-$60.7K	0.13%	62
2025 Q4	$289K	Sell	10,546 -801	-7%	-$21.8K	0.13%	62
2025 Q3	$310K	Sell	11,347 -771	-6%	-$21K	0.13%	52
2025 Q2	$321K	Sell	12,118 -2,120	-15%	-$55.4K	0.16%	47
2025 Q1	$398K	Buy	14,238 +66	+0.5%	+$1.84K	0.26%	42
2024 Q4	$387K	Buy	+14,172	New	+$403K	0.23%	41

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

Blue Sky Capital Consultants Group's SCHD Position: Q1 2026 in Review

Blue Sky Capital Consultants Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q1 2026, selling an estimated $60.7K and leaving 8,546 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #62.

Blue Sky Capital Consultants Group first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $398K in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Blue Sky Capital Consultants Group held 8,546 shares of Schwab US Dividend Equity ETF worth $262K as of Q1 2026.
Blue Sky Capital Consultants Group sold 2,000 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $60.7K.
Schwab US Dividend Equity ETF made up 0.13% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #62 holding.
Blue Sky Capital Consultants Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Blue Sky Capital Consultants Group's Schwab US Dividend Equity ETF position peaked at $398K in Q1 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.