Econ Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Econ Financial Services’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	-264,057	Closed	-$7.24M	–	96
2025 Q4	$7.24M	Buy	+264,057	New	+$7.18M	3.63%	4
2025 Q2	–	Sell	-219,320	Closed	-$6.13M	–	104
2025 Q1	$6.13M	Buy	219,320 +8,933	+4%	+$249K	3.27%	8
2024 Q4	$5.75M	Buy	+210,387	New	+$5.98M	3.3%	7
2023 Q1	–	Sell	-39,243	Closed	-$988K	–	95
2022 Q4	$988K	Sell	39,243 -1,836	-4%	-$45.3K	1%	35
2022 Q3	$910K	Buy	+41,079	New	+$998K	0.75%	48
2019 Q2	$3.42M	Buy	193,131 +11,259	+6%	+$198K	4.73%	5
2019 Q1	$3.17M	Buy	181,872 +119,808	+193%	+$2.01M	4.74%	6
2018 Q4	$972K	Buy	+62,064	New	+$1.03M	1.48%	24

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

Econ Financial Services's SCHD Position: Q1 2026 in Review

Econ Financial Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 264,057 shares — an estimated $7.24M sold.

Econ Financial Services first reported a position in SCHD in Q4 2018 and held it in 8 quarters. The position peaked at $7.24M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Econ Financial Services reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 264,057 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.24M.
Econ Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 8 quarters.
Econ Financial Services's Schwab US Dividend Equity ETF position peaked at $7.24M in Q4 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.