Caitlin John’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Caitlin John's SCHD Position: Q1 2026 in Review
Caitlin John reduced its Schwab US Dividend Equity ETF (SCHD) stake by 87% in Q1 2026, selling an estimated $32.2K and leaving 157 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #622.
Caitlin John first reported a position in SCHD in Q4 2023 and has held it in 5 quarters since. The position peaked at $33.4K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Caitlin John held 157 shares of Schwab US Dividend Equity ETF worth $4.82K as of Q1 2026.
- Caitlin John sold 1,061 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $32.2K.
- Schwab US Dividend Equity ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #622 holding.
- Caitlin John first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 5 quarters since.
- Caitlin John's Schwab US Dividend Equity ETF position peaked at $33.4K in Q4 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.