Cascade Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Cascade Wealth Advisors's SCHD Position: Q1 2026 in Review
Cascade Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 9,660 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #53.
Cascade Wealth Advisors first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $317K in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Cascade Wealth Advisors held 9,660 shares of Schwab US Dividend Equity ETF worth $305K as of Q1 2026.
- Cascade Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
- Schwab US Dividend Equity ETF made up 0.13% of Cascade Wealth Advisors's portfolio in Q1 2026, its #53 holding.
- Cascade Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
- Cascade Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $317K in Q2 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.