CFO
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CVA Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CVA Family Office’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 		$58.6M Sell
1,911,610
-83,395
-4% -$2.53M 6.18% 2
2025
Q4 		$54.7M Sell
1,995,005
-173,351
-8% -$4.71M 6.29% 1
2025
Q3 		$59.2M Sell
2,168,356
-146,795
-6% -$4M 7.62% 1
2025
Q2 		$61.4M Sell
2,315,151
-130,762
-5% -$3.41M 8.62% 1
2025
Q1 		$68.4M Buy
2,445,913
+147,599
+6% +$4.11M 10.48% 1
2024
Q4 		$62.8M Sell
2,298,314
-36,217
-2% -$1.03M 9.94% 1
2024
Q3 		$65.8M Buy
2,334,531
+69,237
+3% +$1.89M 10.68% 1
2024
Q2 		$58.7M Buy
2,265,294
+40,614
+2% +$1.06M 10.57% 1
2024
Q1 		$59.8M Buy
2,224,680
+33,348
+2% +$862K 10.68% 1
2023
Q4 		$55.6M Sell
2,191,332
-139,101
-6% -$3.31M 10.84% 1
2023
Q3 		$55M Sell
2,330,433
-3,279
-0.1% -$80.5K 12.54% 1
2023
Q2 		$56.5M Buy
2,333,712
+39,303
+2% +$939K 11.85% 1
2023
Q1 		$56M Buy
2,294,409
+88,428
+4% +$2.21M 12.49% 1
2022
Q4 		$55.5M Buy
2,205,981
+48,927
+2% +$1.21M 13.47% 1
2022
Q3 		$47.8M Buy
2,157,054
+250,407
+13% +$6.08M 12.97% 1
2022
Q2 		$45.5M Buy
1,906,647
+55,857
+3% +$1.42M 12.38% 1
2022
Q1 		$48.7M Buy
1,850,790
+196,221
+12% +$5.14M 11.64% 1
2021
Q4 		$44.6M Buy
1,654,569
+1,159,188
+234% +$30.1M 11.09% 1
2021
Q3 		$9.13M Sell
495,381
-970,098
-66% -$24.7M 6.6% 2
2021
Q2 		$36.9M Buy
1,465,479
+87,108
+6% +$2.2M 10.51% 1
2021
Q1 		$33.5M Buy
1,378,371
+830,523
+152% +$18.9M 12.72% 1
2020
Q4 		$11.7M Buy
547,848
+52,467
+11% +$1.06M 7.19% 2
2020
Q3 		$9.13M Buy
495,381
+15,942
+3% +$293K 6.6% 2
2020
Q2 		$8.27M Buy
479,439
+71,208
+17% +$1.2M 6.8% 2
2020
Q1 		$6.12M Sell
408,231
-65,790
-14% -$1.18M 6.21% 3
2019
Q4 		$9.15M Buy
+474,021
New +$8.88M 8.43% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CVA Family Office's SCHD Position: Q1 2026 in Review

CVA Family Office reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q1 2026, selling an estimated $2.53M and leaving 1,911,610 shares worth $58.6M. The position accounts for 6.18% of the portfolio, ranked #2.

CVA Family Office first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $68.4M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • CVA Family Office held 1,911,610 shares of Schwab US Dividend Equity ETF worth $58.6M as of Q1 2026.
  • CVA Family Office sold 83,395 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.53M.
  • Schwab US Dividend Equity ETF made up 6.18% of CVA Family Office's portfolio in Q1 2026, its #2 holding.
  • CVA Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Schwab US Dividend Equity ETF position peaked at $68.4M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.