Code Waechter’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Code Waechter’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	$1.08M	Hold	35,192	–	–	0.64%	29
2025 Q4	$965K	Sell	35,192 -149	-0.4%	-$4.05K	0.62%	32
2025 Q3	$950K	Buy	35,341 +166	+0.5%	+$4.53K	0.62%	31
2025 Q2	$932K	Hold	35,175	–	–	0.66%	28
2025 Q1	$983K	Sell	35,175 -58	-0.2%	-$1.62K	0.81%	25
2024 Q4	$963K	Buy	35,233 +58	+0.2%	+$1.65K	0.84%	28
2024 Q3	$991K	Buy	+35,175	New	+$958K	0.94%	26

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

Code Waechter's SCHD Position: Q1 2026 in Review

Code Waechter held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 35,192 shares worth $1.08M. The position accounts for 0.64% of the portfolio, ranked #29.

Code Waechter first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Code Waechter held 35,192 shares of Schwab US Dividend Equity ETF worth $1.08M as of Q1 2026.
Code Waechter left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.64% of Code Waechter's portfolio in Q1 2026, its #29 holding.
Code Waechter first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.