Chokshi & Queen Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chokshi & Queen Wealth 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	$477K	Hold	15,555	–	–	0.26%	35
2025 Q4	$427K	Buy	15,555 +935	+6%	+$25.4K	0.22%	35
2025 Q3	$399K	Hold	14,620	–	–	0.21%	40
2025 Q2	$387K	Hold	14,620	–	–	0.22%	36
2025 Q1	$409K	Sell	14,620 -1,115	-7%	-$31.1K	0.25%	37
2024 Q4	$430K	Buy	+15,735	New	+$447K	0.27%	31

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

Chokshi & Queen Wealth Advisors's SCHD Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 15,555 shares worth $477K. The position accounts for 0.26% of the portfolio, ranked #35.

Chokshi & Queen Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Chokshi & Queen Wealth Advisors held 15,555 shares of Schwab US Dividend Equity ETF worth $477K as of Q1 2026.
Chokshi & Queen Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.26% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Chokshi & Queen Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.