Copia Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Copia Wealth Management’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	–	Sell	-4,030	Closed	-$111K	–	543
2025 Q4	$111K	Hold	4,030	–	–	0.08%	136
2025 Q3	$110K	Hold	4,030	–	–	0.08%	132
2025 Q2	$107K	Hold	4,030	–	–	0.09%	121
2025 Q1	$113K	Buy	+4,030	New	+$112K	0.1%	114

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Copia Wealth Management's SCHD Position: Q1 2026 in Review

Copia Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 4,030 shares — an estimated $111K sold.

Copia Wealth Management first reported a position in SCHD in Q1 2025 and held it in 4 quarters. The position peaked at $113K in Q1 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Copia Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Copia Wealth Management sold 4,030 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $111K.
Copia Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 4 quarters.
Copia Wealth Management's Schwab US Dividend Equity ETF position peaked at $113K in Q1 2025.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.