Cresta Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cresta Advisors’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	$5.21M	Buy	169,753 +11,463	+7%	+$348K	2.13%	12
2025 Q4	$4.34M	Buy	158,290 +9,587	+6%	+$261K	1.82%	14
2025 Q3	$4.06M	Sell	148,703 -8,418	-5%	-$230K	1.81%	15
2025 Q2	$4.16M	Buy	157,121 +17,358	+12%	+$453K	2.03%	12
2025 Q1	$3.91M	Buy	139,763 +90,422	+183%	+$2.52M	2.02%	13
2024 Q4	$4.17M	Sell	49,341 -98,682	-67%	-$2.81M	2.18%	12
2024 Q3	$4.17M	Sell	148,023 -639	-0.4%	-$17.4K	2.18%	12
2024 Q2	$3.85M	Sell	148,662 -147	-0.1%	-$3.83K	2.28%	13
2024 Q1	$4M	Sell	148,809 -3,687	-2%	-$95.3K	2.54%	12
2023 Q4	$3.87M	Sell	152,496 -8,844	-5%	-$211K	2.58%	12
2023 Q3	$3.81M	Sell	161,340 -38,604	-19%	-$947K	2.95%	11
2023 Q2	$4.84M	Sell	199,944 -111,768	-36%	-$2.67M	3.76%	9
2023 Q1	$7.6M	Sell	311,712 -5,976	-2%	-$149K	5.91%	4
2022 Q4	$8M	Sell	317,688 -36,927	-10%	-$911K	6.98%	3
2022 Q3	$7.85M	Buy	+354,615	New	+$8.62M	9.69%	2

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

Cresta Advisors's SCHD Position: Q1 2026 in Review

Cresta Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.2% in Q1 2026, buying an estimated $348K and bringing the position to 169,753 shares worth $5.21M. The position accounts for 2.13% of the portfolio, ranked #12.

Cresta Advisors first reported a position in SCHD in Q3 2022 and has held it in 15 quarters since. The position peaked at $8M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cresta Advisors held 169,753 shares of Schwab US Dividend Equity ETF worth $5.21M as of Q1 2026.
Cresta Advisors bought 11,463 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $348K.
Schwab US Dividend Equity ETF made up 2.13% of Cresta Advisors's portfolio in Q1 2026, its #12 holding.
Cresta Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 15 quarters since.
Cresta Advisors's Schwab US Dividend Equity ETF position peaked at $8M in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.