Choate Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Choate Investment Advisors’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	$3.16M	Hold	103,014	–	–	0.06%	125
2025 Q4	$2.83M	Hold	103,014	–	–	0.06%	127
2025 Q3	$2.81M	Hold	103,014	–	–	0.06%	129
2025 Q2	$2.73M	Hold	103,014	–	–	0.06%	120
2025 Q1	$2.88M	Hold	103,014	–	–	0.07%	110
2024 Q4	$2.81M	Hold	103,014	–	–	0.07%	113
2024 Q3	$2.9M	Sell	103,014 -19,185	-16%	-$523K	0.07%	111
2024 Q2	$3.17M	Sell	122,199 -23,541	-16%	-$613K	0.08%	106
2024 Q1	$3.92M	Buy	145,740 +26,241	+22%	+$678K	0.11%	102
2023 Q4	$3.03M	Buy	119,499 +1,245	+1%	+$29.7K	0.09%	108
2023 Q3	$2.79M	Buy	118,254 +34,200	+41%	+$839K	0.11%	85
2023 Q2	$2.03M	Hold	84,054	–	–	0.09%	93
2023 Q1	$2.05M	Hold	84,054	–	–	0.1%	85
2022 Q4	$2.12M	Buy	84,054 +21,084	+33%	+$520K	0.13%	80
2022 Q3	$1.39M	Buy	+62,970	New	+$1.53M	0.09%	86

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

Choate Investment Advisors's SCHD Position: Q1 2026 in Review

Choate Investment Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 103,014 shares worth $3.16M. The position accounts for 0.06% of the portfolio, ranked #125.

Choate Investment Advisors first reported a position in SCHD in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.92M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Choate Investment Advisors held 103,014 shares of Schwab US Dividend Equity ETF worth $3.16M as of Q1 2026.
Choate Investment Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.06% of Choate Investment Advisors's portfolio in Q1 2026, its #125 holding.
Choate Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 15 quarters since.
Choate Investment Advisors's Schwab US Dividend Equity ETF position peaked at $3.92M in Q1 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.