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Bouchey Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bouchey Financial 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 		$72.9M Sell
2,356,664
-179,398
-7% -$5.44M 5.35% 7
2025
Q4 		$69.6M Sell
2,536,062
-559,812
-18% -$15.2M 5.22% 8
2025
Q3 		$84.5M Buy
3,095,874
+49,551
+2% +$1.35M 6.51% 3
2025
Q2 		$80.7M Buy
3,046,323
+53,223
+2% +$1.39M 6.71% 3
2025
Q1 		$83.7M Buy
2,993,100
+60,357
+2% +$1.68M 7.55% 3
2024
Q4 		$80.1M Buy
2,932,743
+483,909
+20% +$13.8M 7% 3
2024
Q3 		$69M Buy
2,448,834
+187,131
+8% +$5.1M 6.17% 4
2024
Q2 		$58.8M Sell
2,261,703
-179,301
-7% -$4.67M 5.59% 5
2024
Q1 		$65.6M Buy
2,441,004
+146,268
+6% +$3.78M 6.46% 3
2023
Q4 		$58.2M Buy
2,294,736
+221,193
+11% +$5.27M 6.24% 3
2023
Q3 		$48.9M Buy
2,073,543
+230,652
+13% +$5.66M 6% 3
2023
Q2 		$44.6M Buy
1,842,891
+112,179
+6% +$2.68M 5.4% 4
2023
Q1 		$42.2M Buy
1,730,712
+51,303
+3% +$1.28M 5.57% 4
2022
Q4 		$42.3M Buy
1,679,409
+1,654,293
+6,587% +$40.8M 6.09% 3
2022
Q3 		$556K Sell
25,116
-267
-1% -$6.49K 0.08% 48
2022
Q2 		$606K Sell
25,383
-81
-0.3% -$2.06K 0.1% 44
2022
Q1 		$670K Sell
25,464
-288
-1% -$7.54K 0.09% 43
2021
Q4 		$694K Sell
25,752
-120
-0.5% -$3.12K 0.09% 47
2021
Q3 		$640K Sell
25,872
-528
-2% -$13.4K 0.09% 46
2021
Q2 		$665K Sell
26,400
-894
-3% -$22.6K 0.11% 39
2021
Q1 		$663K Sell
27,294
-1,914
-7% -$43.5K 0.11% 41
2020
Q4 		$624K Sell
29,208
-1,017
-3% -$20.6K 0.11% 41
2020
Q3 		$557K Sell
30,225
-216
-0.7% -$3.98K 0.11% 40
2020
Q2 		$525K Sell
30,441
-1,131
-4% -$19.1K 0.11% 39
2020
Q1 		$473K Sell
31,572
-1,602
-5% -$28.8K 0.13% 39
2019
Q4 		$640K Sell
33,174
-116,289
-78% -$2.18M 0.15% 45
2019
Q3 		$2.73M Buy
149,463
+2,754
+2% +$49.3K 0.65% 23
2019
Q2 		$2.6M Buy
146,709
+11,436
+8% +$201K 0.63% 23
2019
Q1 		$2.36M Buy
135,273
+2,568
+2% +$43.2K 0.59% 25
2018
Q4 		$2.08M Buy
132,705
+41,895
+46% +$698K 0.59% 28
2018
Q3 		$1.6M Sell
90,810
-16,773
-16% -$290K 0.39% 31
2018
Q2 		$1.77M Buy
107,583
+2,100
+2% +$34.6K 0.48% 29
2018
Q1 		$1.72M Buy
105,483
+76,005
+258% +$1.3M 0.49% 28
2017
Q4 		$503K Buy
29,478
+6,243
+27% +$103K 0.15% 46
2017
Q3 		$362K Buy
23,235
+4,860
+26% +$74.3K 0.11% 52
2017
Q2 		$276K Buy
+18,375
New +$276K 0.09% 55

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

Bouchey Financial Group's SCHD Position: Q1 2026 in Review

Bouchey Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.1% in Q1 2026, selling an estimated $5.44M and leaving 2,356,664 shares worth $72.9M. The position accounts for 5.35% of the portfolio, ranked #7.

Bouchey Financial Group first reported a position in SCHD in Q2 2017 and has held it in 36 quarters since. The position peaked at $84.5M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Bouchey Financial Group held 2,356,664 shares of Schwab US Dividend Equity ETF worth $72.9M as of Q1 2026.
  • Bouchey Financial Group sold 179,398 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.44M.
  • Schwab US Dividend Equity ETF made up 5.35% of Bouchey Financial Group's portfolio in Q1 2026, its #7 holding.
  • Bouchey Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 36 quarters since.
  • Bouchey Financial Group's Schwab US Dividend Equity ETF position peaked at $84.5M in Q3 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.