Continuum Advisory’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
$6.97M Sell
227,121
-21,085
-8% -$640K 0.67% 28
2025
Q4
$6.81M Sell
248,206
-18,368
-7% -$499K 0.68% 28
2025
Q3
$7.28M Sell
266,574
-8,844
-3% -$241K 0.77% 24
2025
Q2
$7.3M Buy
275,418
+9,033
+3% +$236K 0.88% 20
2025
Q1
$7.45M Buy
266,385
+19,055
+8% +$531K 0.96% 19
2024
Q4
$6.76M Sell
247,330
-475,046
-66% -$13.5M 0.87% 20
2024
Q3
$6.95M Buy
722,376
+491,811
+213% +$13.4M 0.89% 20
2024
Q2
$5.98M Buy
230,565
+792
+0.3% +$20.6K 0.86% 22
2024
Q1
$6.06M Buy
229,773
+22,731
+11% +$587K 0.91% 20
2023
Q4
$5.25M Buy
207,042
+75,630
+58% +$1.8M 0.75% 23
2023
Q3
$3.1M Buy
131,412
+24,348
+23% +$597K 0.5% 43
2023
Q2
$2.59M Buy
107,064
+41,157
+62% +$983K 0.41% 56
2023
Q1
$1.61M Buy
65,907
+56,940
+635% +$1.42M 0.27% 102
2022
Q4
$226K Buy
+8,967
New +$221K 0.04% 386

Other funds holding SCHD

Continuum Advisory's SCHD Position: Q1 2026 in Review

Continuum Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.5% in Q1 2026, selling an estimated $640K and leaving 227,121 shares worth $6.97M. The position accounts for 0.67% of the portfolio, ranked #28.

Continuum Advisory first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.45M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Continuum Advisory held 227,121 shares of Schwab US Dividend Equity ETF worth $6.97M as of Q1 2026.
  • Continuum Advisory sold 21,085 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $640K.
  • Schwab US Dividend Equity ETF made up 0.67% of Continuum Advisory's portfolio in Q1 2026, its #28 holding.
  • Continuum Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Continuum Advisory's Schwab US Dividend Equity ETF position peaked at $7.45M in Q1 2025.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.