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

Cynosure 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	$256K	Sell	8,355 -16,371	-66%	-$497K	0.03%	188
2025 Q4	$678K	Sell	24,726 -15,540	-39%	-$423K	0.07%	98
2025 Q3	$1.1M	Buy	40,266 +57	+0.1%	+$1.55K	0.12%	66
2025 Q2	$1.07M	Buy	40,209 +58	+0.1%	+$1.51K	0.12%	75
2025 Q1	$1.12M	Sell	40,151 -59,452	-60%	-$1.66M	0.15%	70
2024 Q4	$2.72M	Hold	99,603	–	–	0.41%	33
2024 Q3	$2.81M	Sell	99,603 -29,469	-23%	-$803K	0.41%	37
2024 Q2	$3.35M	Sell	129,072 -7,167	-5%	-$187K	0.54%	31
2024 Q1	$3.66M	Sell	136,239 -8,013	-6%	-$207K	0.66%	23
2023 Q4	$3.66M	Buy	144,252 +17,859	+14%	+$426K	0.66%	36
2023 Q3	$2.98M	Hold	126,393	–	–	0.91%	34
2023 Q2	$3.06M	Buy	+126,393	New	+$3.02M	0.92%	33

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

Cynosure Group's SCHD Position: Q1 2026 in Review

Cynosure Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 66% in Q1 2026, selling an estimated $497K and leaving 8,355 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #188.

Cynosure Group first reported a position in SCHD in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.66M in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cynosure Group held 8,355 shares of Schwab US Dividend Equity ETF worth $256K as of Q1 2026.
Cynosure Group sold 16,371 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $497K.
Schwab US Dividend Equity ETF made up 0.03% of Cynosure Group's portfolio in Q1 2026, its #188 holding.
Cynosure Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's Schwab US Dividend Equity ETF position peaked at $3.66M in Q1 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.