Boyce & Associates Wealth Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Boyce & Associates Wealth Consulting’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	$1.34M	Buy	43,562 +988	+2%	+$30K	1.01%	26
2025 Q4	$1.17M	Buy	42,574 +2,092	+5%	+$56.9K	0.98%	24
2025 Q3	$1.11M	Buy	40,482 +1,453	+4%	+$39.6K	0.9%	26
2025 Q2	$1.03M	Buy	39,029 +2,696	+7%	+$70.4K	0.94%	23
2025 Q1	$1.02M	Buy	36,333 +185	+0.5%	+$5.16K	1.02%	24
2024 Q4	$988K	Buy	36,148 +1,369	+4%	+$38.9K	1%	25
2024 Q3	$980K	Buy	34,779 +1,113	+3%	+$30.3K	1.02%	19
2024 Q2	$873K	Buy	33,666 +2,247	+7%	+$58.5K	1.03%	18
2024 Q1	$844K	Buy	31,419 +5,586	+22%	+$144K	1.09%	16
2023 Q4	$656K	Buy	25,833 +4,173	+19%	+$99.4K	0.95%	20
2023 Q3	$511K	Buy	21,660 +4,221	+24%	+$104K	0.85%	23
2023 Q2	$422K	Buy	17,439 +930	+6%	+$22.2K	0.71%	24
2023 Q1	$401K	Buy	16,509 +297	+2%	+$7.42K	0.72%	28
2022 Q4	$408K	Buy	16,212 +1,284	+9%	+$31.7K	0.78%	25
2022 Q3	$331K	Buy	14,928 +114	+0.8%	+$2.77K	0.68%	27
2022 Q2	$354K	Buy	14,814 +2,571	+21%	+$65.4K	0.64%	30
2022 Q1	$322K	Buy	+12,243	New	+$321K	0.48%	40

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

Boyce & Associates Wealth Consulting's SCHD Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q1 2026, buying an estimated $30K and bringing the position to 43,562 shares worth $1.34M. The position accounts for 1.01% of the portfolio, ranked #26.

Boyce & Associates Wealth Consulting first reported a position in SCHD in Q1 2022 and has held it in 17 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Boyce & Associates Wealth Consulting held 43,562 shares of Schwab US Dividend Equity ETF worth $1.34M as of Q1 2026.
Boyce & Associates Wealth Consulting bought 988 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $30K.
Schwab US Dividend Equity ETF made up 1.01% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #26 holding.
Boyce & Associates Wealth Consulting first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 17 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.