Delap Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Delap Wealth Advisory's SCHD Position: Q1 2026 in Review
Delap Wealth Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.83% in Q1 2026, buying an estimated $5.7K and bringing the position to 22,958 shares worth $704K. The position accounts for 0.27% of the portfolio, ranked #43.
Delap Wealth Advisory first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Delap Wealth Advisory held 22,958 shares of Schwab US Dividend Equity ETF worth $704K as of Q1 2026.
- Delap Wealth Advisory bought 188 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.7K.
- Schwab US Dividend Equity ETF made up 0.27% of Delap Wealth Advisory's portfolio in Q1 2026, its #43 holding.
- Delap Wealth Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
- 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.