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

Clear Point 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	$419K	Buy	13,671 +1,381	+11%	+$41.9K	0.33%	52
2025 Q4	$337K	Sell	12,290 -12,535	-50%	-$341K	0.26%	98
2025 Q3	$678K	Sell	24,825 -2,377	-9%	-$64.8K	0.53%	57
2025 Q2	$721K	Sell	27,202 -2,806	-9%	-$73.3K	0.61%	46
2025 Q1	$839K	Buy	30,008 +404	+1%	+$11.3K	0.75%	39
2024 Q4	$809K	Buy	29,604 +138	+0.5%	+$3.92K	0.69%	40
2024 Q3	$830K	Buy	29,466 +309	+1%	+$8.42K	0.64%	39
2024 Q2	$756K	Hold	29,157	–	–	0.62%	41
2024 Q1	$784K	Buy	29,157 +297	+1%	+$7.67K	0.64%	42
2023 Q4	$732K	Buy	+28,860	New	+$688K	0.65%	40

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 Point Advisors's SCHD Position: Q1 2026 in Review

Clear Point Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $41.9K and bringing the position to 13,671 shares worth $419K. The position accounts for 0.33% of the portfolio, ranked #52.

Clear Point Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $839K in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Clear Point Advisors held 13,671 shares of Schwab US Dividend Equity ETF worth $419K as of Q1 2026.
Clear Point Advisors bought 1,381 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $41.9K.
Schwab US Dividend Equity ETF made up 0.33% of Clear Point Advisors's portfolio in Q1 2026, its #52 holding.
Clear Point Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Schwab US Dividend Equity ETF position peaked at $839K in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.