Continental Investors Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$210K Sell
6,618
-157
-2% -$4.76K 0.2% 78
2025
Q4
$202K Buy
+6,775
New +$184K 0.26% 72
2025
Q2
Sell
-7,231
Closed -$202K 64
2025
Q1
$202K Buy
+7,231
New +$202K 0.4% 62
2024
Q4
Sell
-7,173
Closed -$202K 68
2024
Q3
$202K Sell
7,173
-1,200
-14% -$32.7K 0.42% 64
2024
Q2
$217K Buy
8,373
+30
+0.4% +$781 0.48% 57
2024
Q1
$223K Buy
+8,343
New +$216K 0.53% 54
2023
Q3
Sell
-8,652
Closed -$214K 57
2023
Q2
$214K Buy
+8,652
New +$207K 0.25% 63

Other funds holding SCHD

Continental Investors Services's SCHD Position: Q1 2026 in Review

Continental Investors Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q1 2026, selling an estimated $4.76K and leaving 6,618 shares worth $210K. The position accounts for 0.2% of the portfolio, ranked #78.

Continental Investors Services first reported a position in SCHD in Q2 2023 and has held it in 7 quarters since. The position peaked at $223K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Continental Investors Services held 6,618 shares of Schwab US Dividend Equity ETF worth $210K as of Q1 2026.
  • Continental Investors Services sold 157 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.76K.
  • Schwab US Dividend Equity ETF made up 0.2% of Continental Investors Services's portfolio in Q1 2026, its #78 holding.
  • Continental Investors Services first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 7 quarters since.
  • Continental Investors Services's Schwab US Dividend Equity ETF position peaked at $223K in Q1 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.