Clifford Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clifford Group’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	–	Sell	-8,838	Closed	-$242K	–	84
2025 Q4	$242K	Sell	8,838 -1,159	-12%	-$31.5K	0.19%	70
2025 Q3	$273K	Buy	9,997 +1,139	+13%	+$31.1K	0.21%	65
2025 Q2	$235K	Buy	8,858 +1,500	+20%	+$39.2K	0.19%	74
2025 Q1	$206K	Sell	7,358 -749,840	-99%	-$20.9M	0.19%	73
2024 Q4	$20.7M	Buy	757,198 +32,035	+4%	+$911K	15.77%	2
2024 Q3	$20.4M	Sell	725,163 -2,457	-0.3%	-$66.9K	15.89%	2
2024 Q2	$18.9M	Sell	727,620 -34,371	-5%	-$895K	15.23%	2
2024 Q1	$20.5M	Buy	761,991 +21,513	+3%	+$556K	16.91%	2
2023 Q4	$18.8M	Buy	740,478 +50,532	+7%	+$1.2M	17.42%	2
2023 Q3	$16.3M	Buy	689,946 +44,214	+7%	+$1.08M	17.65%	2
2023 Q2	$15.6M	Buy	645,732 +41,103	+7%	+$982K	16.79%	2
2023 Q1	$14.7M	Buy	604,629 +471,135	+353%	+$11.8M	17.88%	2
2022 Q4	$3.36M	Buy	+133,494	New	+$3.29M	4.2%	4

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

Clifford Group's SCHD Position: Q1 2026 in Review

Clifford Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 8,838 shares — an estimated $242K sold.

Clifford Group first reported a position in SCHD in Q4 2022 and held it in 13 quarters. The position peaked at $20.7M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Clifford Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Clifford Group sold 8,838 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $242K.
Clifford Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 13 quarters.
Clifford Group's Schwab US Dividend Equity ETF position peaked at $20.7M in Q4 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.