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DHJJ Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DHJJ Financial Advisors’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 		$11.5M Buy
376,085
+112
+0% +$3.4K 3.82% 3
2025
Q4 		$10.3M Sell
375,973
-8,129
-2% -$221K 3.43% 4
2025
Q3 		$10.5M Buy
384,102
+866
+0.2% +$23.6K 3.56% 4
2025
Q2 		$10.2M Buy
383,236
+6,830
+2% +$178K 3.67% 3
2025
Q1 		$10.5M Sell
376,406
-308
-0.1% -$8.59K 4.24% 3
2024
Q4 		$10.3M Buy
376,714
+286
+0.1% +$8.13K 4.01% 3
2024
Q3 		$10.6M Buy
376,428
+7,845
+2% +$214K 4.2% 3
2024
Q2 		$9.55M Buy
368,583
+9,900
+3% +$258K 4.03% 3
2024
Q1 		$9.64M Buy
358,683
+12,771
+4% +$330K 4.27% 3
2023
Q4 		$8.78M Buy
345,912
+3,147
+0.9% +$75K 4.1% 3
2023
Q3 		$8.08M Sell
342,765
-6,867
-2% -$169K 4.1% 3
2023
Q2 		$8.46M Buy
349,632
+6,228
+2% +$149K 4.4% 3
2023
Q1 		$8.37M Buy
343,404
+2,466
+0.7% +$61.7K 4.54% 3
2022
Q4 		$8.6M Sell
340,938
-18,798
-5% -$464K 4.93% 3
2022
Q3 		$7.97M Sell
359,736
-1,107
-0.3% -$26.9K 4.65% 3
2022
Q2 		$8.62M Buy
360,843
+2,568
+0.7% +$65.3K 4.82% 3
2022
Q1 		$9.47M Buy
358,275
+1,950
+0.5% +$51.1K 4.54% 3
2021
Q4 		$9.6M Buy
356,325
+6,522
+2% +$169K 4.5% 3
2021
Q3 		$8.66M Buy
349,803
+8,904
+3% +$226K 4.48% 3
2021
Q2 		$8.62M Buy
340,899
+5,274
+2% +$133K 4.55% 3
2021
Q1 		$8.16M Buy
335,625
+10,593
+3% +$241K 4.73% 3
2020
Q4 		$6.95M Buy
+325,032
New +$6.59M 4.37% 3

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

DHJJ Financial Advisors's SCHD Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q1 2026, buying an estimated $3.4K and bringing the position to 376,085 shares worth $11.5M. The position accounts for 3.82% of the portfolio, ranked #3.

DHJJ Financial Advisors first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • DHJJ Financial Advisors held 376,085 shares of Schwab US Dividend Equity ETF worth $11.5M as of Q1 2026.
  • DHJJ Financial Advisors bought 112 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.4K.
  • Schwab US Dividend Equity ETF made up 3.82% of DHJJ Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.