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

Claro 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	$280K	Sell	9,115 -6,969	-43%	-$211K	0.03%	395
2025 Q4	$441K	Buy	16,084 +7,496	+87%	+$204K	0.06%	249
2025 Q3	$234K	Sell	8,588 -227	-3%	-$6.19K	0.03%	351
2025 Q2	$234K	Sell	8,815 -3,903	-31%	-$102K	0.04%	338
2025 Q1	$356K	Buy	+12,718	New	+$355K	0.05%	343
2023 Q3	–	Sell	-10,893	Closed	-$264K	–	392
2023 Q2	$264K	Buy	10,893 +1,377	+14%	+$32.9K	0.07%	283
2023 Q1	$232K	Buy	9,516 +6	+0.1%	+$150	0.07%	293
2022 Q4	$239K	Buy	+9,510	New	+$235K	0.08%	251
2019 Q1	–	Sell	-168	Closed	-$3K	–	784
2018 Q4	$3K	Buy	+168	New	+$2.8K	﹤0.01%	870

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

Claro Advisors's SCHD Position: Q1 2026 in Review

Claro Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q1 2026, selling an estimated $211K and leaving 9,115 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #395.

Claro Advisors first reported a position in SCHD in Q4 2018 and has held it in 9 quarters since. The position peaked at $441K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Claro Advisors held 9,115 shares of Schwab US Dividend Equity ETF worth $280K as of Q1 2026.
Claro Advisors sold 6,969 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $211K.
Schwab US Dividend Equity ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #395 holding.
Claro Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 9 quarters since.
Claro Advisors's Schwab US Dividend Equity ETF position peaked at $441K in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.