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

Disciplined Equity 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	–	Sell	-1,777	Closed	-$48.7K	–	59
2025 Q4	$48.7K	Hold	1,777	–	–	0.03%	50
2025 Q3	$48.5K	Hold	1,777	–	–	0.03%	49
2025 Q2	$47.1K	Hold	1,777	–	–	0.03%	51
2025 Q1	$49.7K	Sell	1,777 -2,720	-60%	-$75.8K	0.03%	51
2024 Q4	$123K	Hold	4,497	–	–	0.08%	52
2024 Q3	$127K	Hold	4,497	–	–	0.08%	52
2024 Q2	$117K	Buy	+4,497	New	+$117K	0.08%	52

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 $424B AUM 22.94% 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

Disciplined Equity Management's SCHD Position: Q1 2026 in Review

Disciplined Equity Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 1,777 shares — an estimated $48.7K sold.

Disciplined Equity Management first reported a position in SCHD in Q2 2024 and held it in 7 quarters. The position peaked at $127K in Q3 2024. 2,047 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Disciplined Equity Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Disciplined Equity Management sold 1,777 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $48.7K.
Disciplined Equity Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 7 quarters.
Disciplined Equity Management's Schwab US Dividend Equity ETF position peaked at $127K in Q3 2024.
2,047 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Disciplined Equity Management's 13F filing for Q1 2026, filed 28 Apr 2026.