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

Darden Wealth 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	$470K	Buy	15,321 +2	+0%	+$61	0.24%	90
2025 Q4	$420K	Sell	15,319 -848	-5%	-$23.1K	0.2%	92
2025 Q3	$441K	Sell	16,167 -849	-5%	-$23.2K	0.23%	87
2025 Q2	$451K	Buy	17,016 +139	+0.8%	+$3.63K	0.27%	76
2025 Q1	$472K	Sell	16,877 -1,410	-8%	-$39.3K	0.37%	62
2024 Q4	$500K	Buy	18,287 +20	+0.1%	+$569	0.34%	62
2024 Q3	$515K	Buy	18,267 +900	+5%	+$24.5K	0.37%	60
2024 Q2	$450K	Buy	17,367 +1,461	+9%	+$38K	0.27%	60
2024 Q1	$428K	Buy	15,906 +4,221	+36%	+$109K	0.34%	68
2023 Q4	$297K	Buy	+11,685	New	+$278K	0.29%	76

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

Darden Wealth Group's SCHD Position: Q1 2026 in Review

Darden Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q1 2026, buying an estimated $61 and bringing the position to 15,321 shares worth $470K. The position accounts for 0.24% of the portfolio, ranked #90.

Darden Wealth Group first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $515K in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Darden Wealth Group held 15,321 shares of Schwab US Dividend Equity ETF worth $470K as of Q1 2026.
Darden Wealth Group bought 2 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $61.
Schwab US Dividend Equity ETF made up 0.24% of Darden Wealth Group's portfolio in Q1 2026, its #90 holding.
Darden Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's Schwab US Dividend Equity ETF position peaked at $515K in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.