Copley Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Copley Financial Group’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	$248K	Sell	8,097 -511	-6%	-$15.5K	0.15%	110
2025 Q4	$236K	Sell	8,608 -1,676	-16%	-$45.6K	0.15%	107
2025 Q3	$281K	Sell	10,284 -616	-6%	-$16.8K	0.19%	91
2025 Q2	$289K	Sell	10,900 -2,026	-16%	-$52.9K	0.21%	88
2025 Q1	$361K	Sell	12,926 -761	-6%	-$21.2K	0.28%	82
2024 Q4	$374K	Buy	13,687 +3,628	+36%	+$103K	0.29%	84
2024 Q3	$283K	Buy	+10,059	New	+$274K	0.26%	82

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

Copley Financial Group's SCHD Position: Q1 2026 in Review

Copley Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.9% in Q1 2026, selling an estimated $15.5K and leaving 8,097 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #110.

Copley Financial Group first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Copley Financial Group held 8,097 shares of Schwab US Dividend Equity ETF worth $248K as of Q1 2026.
Copley Financial Group sold 511 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $15.5K.
Schwab US Dividend Equity ETF made up 0.15% of Copley Financial Group's portfolio in Q1 2026, its #110 holding.
Copley Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's Schwab US Dividend Equity ETF position peaked at $374K in Q4 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.