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

Demars Financial 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 		$815K Sell
26,574
-6,548
-20% -$199K 0.27% 48
2025
Q4 		$909K Sell
33,122
-1,363
-4% -$37.1K 0.3% 36
2025
Q3 		$941K Buy
34,485
+2,698
+8% +$73.6K 0.33% 29
2025
Q2 		$842K Sell
31,787
-801,337
-96% -$20.9M 0.32% 29
2025
Q1 		$29.8M Buy
833,124
+27,976
+3% +$780K 0.85% 19
2024
Q4 		$29.5M Buy
805,148
+774,605
+2,536% +$22M 0.95% 19
2024
Q3 		$861K Hold
30,543
– – 0.39% 23
2024
Q2 		$792K Buy
30,543
+24
+0.1% +$625 0.38% 24
2024
Q1 		$820K Buy
+30,519
New +$788K 0.4% 24
2022
Q3 		– Sell
-9,468
Closed -$226K – 73
2022
Q2 		$226K Sell
9,468
-2,016
-18% -$51.3K 0.13% 72
2022
Q1 		$302K Sell
11,484
-14,424
-56% -$378K 0.15% 71
2021
Q4 		$698K Buy
25,908
+1,365
+6% +$35.5K 0.37% 54
2021
Q3 		$607K Sell
24,543
-4,239
-15% -$108K 0.36% 54
2021
Q2 		$725K Buy
28,782
+738
+3% +$18.6K 0.44% 46
2021
Q1 		$682K Buy
28,044
+345
+1% +$7.85K 0.46% 45
2020
Q4 		$592K Buy
27,699
+15
+0.1% +$304 0.42% 46
2020
Q3 		$510K Buy
27,684
+2,247
+9% +$41.3K 0.39% 42
2020
Q2 		$439K Buy
+25,437
New +$430K 0.36% 43

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

Demars Financial Group's SCHD Position: Q1 2026 in Review

Demars Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q1 2026, selling an estimated $199K and leaving 26,574 shares worth $815K. The position accounts for 0.27% of the portfolio, ranked #48.

Demars Financial Group first reported a position in SCHD in Q2 2020 and has held it in 18 quarters since. The position peaked at $29.8M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Demars Financial Group held 26,574 shares of Schwab US Dividend Equity ETF worth $815K as of Q1 2026.
  • Demars Financial Group sold 6,548 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $199K.
  • Schwab US Dividend Equity ETF made up 0.27% of Demars Financial Group's portfolio in Q1 2026, its #48 holding.
  • Demars Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 18 quarters since.
  • Demars Financial Group's Schwab US Dividend Equity ETF position peaked at $29.8M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.