Destination Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Destination Wealth Management’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	$333K	Sell	10,849 -6,822	-39%	-$207K	0.01%	247
2025 Q4	$485K	Buy	17,671 +1,726	+11%	+$46.9K	0.01%	201
2025 Q3	$435K	Sell	15,945 -2,335	-13%	-$63.7K	0.01%	190
2025 Q2	$484K	Sell	18,280 -4,746	-21%	-$124K	0.01%	177
2025 Q1	$644K	Buy	23,026 +2,121	+10%	+$59.1K	0.02%	145
2024 Q4	$571K	Buy	20,905 +6,352	+44%	+$181K	0.02%	153
2024 Q3	$410K	Buy	+14,553	New	+$396K	0.01%	176
2024 Q2	–	Sell	-8,052	Closed	-$216K	–	226
2024 Q1	$216K	Sell	8,052 -2,085	-21%	-$53.9K	0.01%	198
2023 Q4	$257K	Sell	10,137 -1,827	-15%	-$43.5K	0.01%	177
2023 Q3	$282K	Buy	11,964 +2,421	+25%	+$59.4K	0.01%	168
2023 Q2	$231K	Sell	9,543 -3,264	-25%	-$78K	0.01%	185
2023 Q1	$312K	Sell	12,807 -4,608	-26%	-$115K	0.01%	167
2022 Q4	$439K	Buy	17,415 +4,320	+33%	+$107K	0.02%	148
2022 Q3	$290K	Sell	13,095 -2,025	-13%	-$49.2K	0.01%	161
2022 Q2	$361K	Buy	15,120 +4,500	+42%	+$114K	0.01%	157
2022 Q1	$279K	Buy	+10,620	New	+$278K	0.01%	171
2021 Q3	–	Sell	-8,436	Closed	-$213K	–	180
2021 Q2	$213K	Buy	+8,436	New	+$213K	0.01%	177
2021 Q1	–	Sell	-18,576	Closed	-$397K	–	179
2020 Q4	$397K	Buy	+18,576	New	+$377K	0.02%	133
2019 Q3	–	Sell	-3,927	Closed	-$69K	–	426
2019 Q2	$69K	Buy	3,927 +1,710	+77%	+$30.1K	﹤0.01%	230
2019 Q1	$39K	Sell	2,217 -5,757	-72%	-$96.8K	﹤0.01%	301
2018 Q4	$125K	Sell	7,974 -1,653	-17%	-$27.5K	0.01%	162
2018 Q3	$170K	Buy	9,627 +6,861	+248%	+$119K	0.01%	167
2018 Q2	$45K	Sell	2,766 -234	-8%	-$3.85K	﹤0.01%	268
2018 Q1	$77K	Buy	+3,000	New	+$51.2K	﹤0.01%	214

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

Destination Wealth Management's SCHD Position: Q1 2026 in Review

Destination Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q1 2026, selling an estimated $207K and leaving 10,849 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #247.

Destination Wealth Management first reported a position in SCHD in Q1 2018 and has held it in 24 quarters since. The position peaked at $644K in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Destination Wealth Management held 10,849 shares of Schwab US Dividend Equity ETF worth $333K as of Q1 2026.
Destination Wealth Management sold 6,822 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $207K.
Schwab US Dividend Equity ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #247 holding.
Destination Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 24 quarters since.
Destination Wealth Management's Schwab US Dividend Equity ETF position peaked at $644K in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.