Cheviot Value Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Cheviot Value Management's SCHD Position: Q1 2026 in Review
Cheviot Value Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.22% in Q1 2026, buying an estimated $303 and bringing the position to 4,456 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #148.
Cheviot Value Management first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Cheviot Value Management held 4,456 shares of Schwab US Dividend Equity ETF worth $137K as of Q1 2026.
- Cheviot Value Management bought 10 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $303.
- Schwab US Dividend Equity ETF made up 0.01% of Cheviot Value Management's portfolio in Q1 2026, its #148 holding.
- Cheviot Value Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.