Destination Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
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.