Coordinated Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coordinated Financial 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	$3.35M	Sell	109,054 -2,151	-2%	-$65.3K	1.92%	7
2025 Q4	$3.05M	Buy	111,205 +7,399	+7%	+$201K	1.75%	8
2025 Q3	$2.83M	Sell	103,806 -180	-0.2%	-$4.91K	1.82%	7
2025 Q2	$2.76M	Buy	103,986 +3,078	+3%	+$80.4K	1.91%	7
2025 Q1	$2.82M	Sell	100,908 -1,544	-2%	-$43K	2.16%	6
2024 Q4	$2.8M	Buy	+102,452	New	+$2.91M	2.18%	6
2024 Q2	$2.57M	Buy	99,030 +900	+0.9%	+$23.4K	2.2%	5
2024 Q1	$2.64M	Buy	+98,130	New	+$2.54M	2.3%	5

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

Coordinated Financial Services's SCHD Position: Q1 2026 in Review

Coordinated Financial Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q1 2026, selling an estimated $65.3K and leaving 109,054 shares worth $3.35M. The position accounts for 1.92% of the portfolio, ranked #7.

Coordinated Financial Services first reported a position in SCHD in Q1 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Coordinated Financial Services held 109,054 shares of Schwab US Dividend Equity ETF worth $3.35M as of Q1 2026.
Coordinated Financial Services sold 2,151 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $65.3K.
Schwab US Dividend Equity ETF made up 1.92% of Coordinated Financial Services's portfolio in Q1 2026, its #7 holding.
Coordinated Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.