Clear Investment Research’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Investment Research’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	$164K	Buy	+5,336	New	+$162K	0.26%	63
2025 Q4	–	Sell	-5,344	Closed	-$146K	–	192
2025 Q3	$146K	Buy	5,344 +264	+5%	+$7.2K	0.2%	74
2025 Q2	$135K	Hold	5,080	–	–	0.17%	74
2025 Q1	$142K	Sell	5,080 -108	-2%	-$3.01K	0.19%	66
2024 Q4	$142K	Buy	5,188 +19	+0.4%	+$540	0.18%	66
2024 Q3	$146K	Hold	5,169	–	–	0.19%	67
2024 Q2	$134K	Buy	5,169 +159	+3%	+$4.14K	0.17%	64
2024 Q1	$135K	Buy	5,010 +6	+0.1%	+$155	0.18%	62
2023 Q4	$127K	Sell	5,004 -246	-5%	-$5.86K	0.18%	65
2023 Q3	$124K	Buy	5,250 +180	+4%	+$4.42K	0.21%	59
2023 Q2	$123K	Sell	5,070 -39	-0.8%	-$932	0.21%	62
2023 Q1	$125K	Buy	5,109 +282	+6%	+$7.05K	0.22%	60
2022 Q4	$122K	Sell	4,827 -108	-2%	-$2.67K	0.24%	56
2022 Q3	$109K	Hold	4,935	–	–	0.23%	56
2022 Q2	$118K	Sell	4,935 -156	-3%	-$3.97K	0.26%	59
2022 Q1	$134K	Buy	5,091 +882	+21%	+$23.1K	0.26%	59
2021 Q4	$113K	Buy	4,209 +72	+2%	+$1.87K	0.17%	66
2021 Q3	$102K	Buy	4,137 +534	+15%	+$13.6K	0.17%	67
2021 Q2	$91K	Buy	3,603 +1,965	+120%	+$49.6K	0.15%	66
2021 Q1	$40K	Buy	+1,638	New	+$37.3K	0.07%	72
2020 Q2	–	Sell	-9	Closed	–	–	117
2020 Q1	$0	Buy	+9	New	+$162	﹤0.01%	112

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

Clear Investment Research's SCHD Position: Q1 2026 in Review

Clear Investment Research opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 5,336 shares worth $164K. The stake represents 0.26% of the portfolio and ranks #63 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in SCHD as recently as Q3 2025.

Clear Investment Research first reported a position in SCHD in Q1 2020 and has held it in 21 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Clear Investment Research held 5,336 shares of Schwab US Dividend Equity ETF worth $164K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Clear Investment Research position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.26% of Clear Investment Research's portfolio in Q1 2026, its #63 holding.
Clear Investment Research first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 21 quarters since.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.