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Claris Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Claris Financial’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 		$203K Buy
+6,606
New +$200K 0.11% 171
2025
Q2 		– Sell
-18,983
Closed -$519K – 160
2025
Q1 		$519K Hold
18,983
– – 0.34% 75
2024
Q4 		$519K Buy
+18,983
New +$540K 0.34% 75

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Claris Financial's SCHD Position: Q1 2026 in Review

Claris Financial opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 6,606 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #171 among its holdings. This is a return to the name: Claris Financial previously reported a position in SCHD as recently as Q1 2025.

Claris Financial first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. The position peaked at $519K in Q1 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Claris Financial held 6,606 shares of Schwab US Dividend Equity ETF worth $203K as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new Claris Financial position in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.11% of Claris Financial's portfolio in Q1 2026, its #171 holding.
  • Claris Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Claris Financial's Schwab US Dividend Equity ETF position peaked at $519K in Q1 2025.
  • 2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.