Edgestream Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.34M Buy
76,242
+41,818
+121% +$1.27M 0.08% 456
2025
Q4
$944K Buy
+34,424
New +$936K 0.03% 709
2025
Q2
Sell
-14,953
Closed -$418K 1039
2025
Q1
$418K Buy
+14,953
New +$417K 0.01% 721
2024
Q3
Sell
-27,330
Closed -$708K 1047
2024
Q2
$708K Buy
27,330
+16,323
+148% +$425K 0.03% 607
2024
Q1
$296K Sell
11,007
-17,430
-61% -$450K 0.01% 727
2023
Q4
$722K Buy
+28,437
New +$678K 0.05% 520

Other funds holding SCHD

Edgestream Partners's SCHD Position: Q1 2026 in Review

Edgestream Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 121% in Q1 2026, buying an estimated $1.27M and bringing the position to 76,242 shares worth $2.34M. The position accounts for 0.08% of the portfolio, ranked #456.

Edgestream Partners first reported a position in SCHD in Q4 2023 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Edgestream Partners held 76,242 shares of Schwab US Dividend Equity ETF worth $2.34M as of Q1 2026.
  • Edgestream Partners bought 41,818 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.27M.
  • Schwab US Dividend Equity ETF made up 0.08% of Edgestream Partners's portfolio in Q1 2026, its #456 holding.
  • Edgestream Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 6 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.