Comprehensive Money Management Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Comprehensive Money Management Services’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	$628K	Buy	20,480 +1,925	+10%	+$58.4K	0.41%	79
2025 Q4	$509K	Buy	18,555 +1,180	+7%	+$32.1K	0.35%	99
2025 Q3	$474K	Hold	17,375	–	–	0.34%	99
2025 Q2	$460K	Sell	17,375 -800	-4%	-$20.9K	0.35%	98
2025 Q1	$508K	Sell	18,175 -1,095	-6%	-$30.5K	0.41%	88
2024 Q4	$526K	Buy	+19,270	New	+$548K	0.43%	85

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

Comprehensive Money Management Services's SCHD Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q1 2026, buying an estimated $58.4K and bringing the position to 20,480 shares worth $628K. The position accounts for 0.41% of the portfolio, ranked #79.

Comprehensive Money Management Services first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Comprehensive Money Management Services held 20,480 shares of Schwab US Dividend Equity ETF worth $628K as of Q1 2026.
Comprehensive Money Management Services bought 1,925 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $58.4K.
Schwab US Dividend Equity ETF made up 0.41% of Comprehensive Money Management Services's portfolio in Q1 2026, its #79 holding.
Comprehensive Money Management Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.