Delta Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Delta Investment Management's SCHD Position: Q1 2026 in Review
Delta Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q1 2026, buying an estimated $151K and bringing the position to 15,712 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #146.
Delta Investment Management first reported a position in SCHD in Q1 2023 and has held it in 8 quarters since. 2,047 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Delta Investment Management held 15,712 shares of Schwab US Dividend Equity ETF worth $482K as of Q1 2026.
- Delta Investment Management bought 4,994 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $151K.
- Schwab US Dividend Equity ETF made up 0.09% of Delta Investment Management's portfolio in Q1 2026, its #146 holding.
- Delta Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 8 quarters since.
- 2,047 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.