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Drake & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Drake & Associates’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
-7,812
Closed -$214K – 111
2025
Q4 		$214K Buy
+7,812
New +$212K 0.04% 100

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Drake & Associates's SCHD Position: Q1 2026 in Review

Drake & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 7,812 shares — an estimated $214K sold.

Drake & Associates first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Drake & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Drake & Associates sold 7,812 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $214K.
  • Drake & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Drake & Associates's Schwab US Dividend Equity ETF position peaked at $214K in Q4 2025.
  • 2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Drake & Associates's 13F filing for Q1 2026, filed 13 May 2026.