Chelsea Counsel Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.53K Buy
+50
New +$1.52K ﹤0.01% 208
2025
Q3
Sell
-650
Closed -$17.2K 246
2025
Q2
$17.2K Hold
650
0.01% 166
2025
Q1
$18.2K Hold
650
0.01% 161
2024
Q4
$17.8K Buy
650
+500
+333% +$14.2K 0.01% 159
2024
Q3
$4.23K Buy
+150
New +$4.09K ﹤0.01% 185
2023
Q1
Sell
-459
Closed -$11.5K 161
2022
Q4
$11.5K Buy
+459
New +$11.3K 0.01% 146

Other funds holding SCHD

Chelsea Counsel Company's SCHD Position: Q1 2026 in Review

Chelsea Counsel Company opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 50 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Chelsea Counsel Company previously reported a position in SCHD as recently as Q2 2025.

Chelsea Counsel Company first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. The position peaked at $18.2K in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Chelsea Counsel Company held 50 shares of Schwab US Dividend Equity ETF worth $1.53K as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new Chelsea Counsel Company position in Q1 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q1 2026, its #208 holding.
  • Chelsea Counsel Company first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
  • Chelsea Counsel Company's Schwab US Dividend Equity ETF position peaked at $18.2K in Q1 2025.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.