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DDD Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DDD Partners’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 		$454K Sell
14,805
-13,032
-47% -$395K 0.03% 100
2025
Q4 		$764K Sell
27,837
-307
-1% -$8.35K 0.05% 81
2025
Q3 		$768K Sell
28,144
-1,167,861
-98% -$31.9M 0.05% 82
2025
Q2 		$31.7M Buy
1,196,005
+1,164,306
+3,673% +$30.4M 3.4% 5
2025
Q1 		$886K Buy
31,699
+453
+1% +$12.6K 0.11% 59
2024
Q4 		$854K Buy
31,246
+382
+1% +$10.9K 0.1% 57
2024
Q3 		$870K Buy
30,864
+15,762
+104% +$429K 0.09% 58
2024
Q2 		$391K Sell
15,102
-81
-0.5% -$2.11K 0.05% 79
2024
Q1 		$408K Sell
15,183
-1,449,261
-99% -$37.4M 0.05% 73
2023
Q4 		$37.2M Buy
1,464,444
+1,452,501
+12,162% +$34.6M 5% 3
2023
Q3 		$281K Buy
11,943
+1,197
+11% +$29.4K 0.04% 79
2023
Q2 		$260K Sell
10,746
-1,923
-15% -$45.9K 0.04% 80
2023
Q1 		$309K Sell
12,669
-234
-2% -$5.85K 0.05% 68
2022
Q4 		$325K Sell
12,903
-38,919
-75% -$961K 0.05% 64
2022
Q3 		$1.15M Sell
51,822
-3,822
-7% -$92.9K 0.21% 43
2022
Q2 		$1.33M Sell
55,644
-801,372
-94% -$20.4M 0.23% 41
2022
Q1 		$22.5M Sell
857,016
-1,092
-0.1% -$28.6K 3.09% 10
2021
Q4 		$23.1M Sell
858,108
-29,337
-3% -$762K 3.17% 8
2021
Q3 		$22M Sell
887,445
-44,760
-5% -$1.14M 3.29% 7
2021
Q2 		$23.5M Buy
932,205
+533,310
+134% +$13.5M 3.57% 5
2021
Q1 		$9.7M Buy
398,895
+386,277
+3,061% +$8.79M 1.65% 25
2020
Q4 		$270K Sell
12,618
-2,862
-18% -$58K 0.05% 50
2020
Q3 		$285K Buy
+15,480
New +$285K 0.07% 41

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

DDD Partners's SCHD Position: Q1 2026 in Review

DDD Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q1 2026, selling an estimated $395K and leaving 14,805 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #100.

DDD Partners first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $37.2M in Q4 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • DDD Partners held 14,805 shares of Schwab US Dividend Equity ETF worth $454K as of Q1 2026.
  • DDD Partners sold 13,032 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $395K.
  • Schwab US Dividend Equity ETF made up 0.03% of DDD Partners's portfolio in Q1 2026, its #100 holding.
  • DDD Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • DDD Partners's Schwab US Dividend Equity ETF position peaked at $37.2M in Q4 2023.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.