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

Emerald 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	$4.83M	Buy	157,588 +8,035	+5%	+$244K	0.6%	9
2025 Q4	$4.1M	Buy	149,553 +12,103	+9%	+$329K	0.56%	14
2025 Q3	$3.75M	Buy	137,450 +4,843	+4%	+$132K	0.5%	14
2025 Q2	$3.51M	Buy	132,607 +5,975	+5%	+$156K	0.45%	14
2025 Q1	$3.54M	Buy	126,632 +12,694	+11%	+$354K	0.47%	13
2024 Q4	$3.11M	Sell	113,938 -219,995	-66%	-$6.25M	0.43%	14
2024 Q3	$3.21M	Buy	333,933 +227,304	+213%	+$6.19M	0.46%	14
2024 Q2	$2.76M	Buy	106,629 +9,315	+10%	+$242K	0.42%	14
2024 Q1	$2.62M	Buy	97,314 +14,058	+17%	+$363K	0.47%	14
2023 Q4	$2.11M	Sell	83,256 -6,927	-8%	-$165K	0.4%	15
2023 Q3	$2.13M	Buy	90,183 +4,650	+5%	+$114K	0.49%	15
2023 Q2	$2.07M	Buy	85,533 +9,642	+13%	+$230K	0.5%	15
2023 Q1	$1.85M	Buy	75,891 +8,637	+13%	+$216K	0.48%	17
2022 Q4	$1.69M	Buy	67,254 +273	+0.4%	+$6.74K	0.47%	15
2022 Q3	$1.48M	Buy	66,981 +513	+0.8%	+$12.5K	0.43%	17
2022 Q2	$1.59M	Buy	66,468 +1,278	+2%	+$32.5K	0.44%	18
2022 Q1	$1.71M	Buy	65,190 +5,406	+9%	+$142K	0.4%	20
2021 Q4	$1.61M	Sell	59,784 -39,990	-40%	-$1.04M	0.39%	20
2021 Q3	$2.47M	Buy	99,774 +7,701	+8%	+$196K	0.7%	11
2021 Q2	$2.32M	Buy	92,073 +12,972	+16%	+$328K	0.72%	13
2021 Q1	$1.92M	Buy	79,101 +4,056	+5%	+$92.3K	0.7%	14
2020 Q4	$1.6M	Buy	75,045 +3,870	+5%	+$78.5K	0.55%	17
2020 Q3	$1.31M	Buy	71,175 +675	+1%	+$12.4K	0.5%	24
2020 Q2	$1.22M	Buy	70,500 +3,561	+5%	+$60.1K	0.54%	23
2020 Q1	$1.13M	Buy	+66,939	New	+$1.2M	0.51%	22

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

Emerald Advisors's SCHD Position: Q1 2026 in Review

Emerald Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q1 2026, buying an estimated $244K and bringing the position to 157,588 shares worth $4.83M. The position accounts for 0.6% of the portfolio, ranked #9.

Emerald Advisors first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Emerald Advisors held 157,588 shares of Schwab US Dividend Equity ETF worth $4.83M as of Q1 2026.
Emerald Advisors bought 8,035 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $244K.
Schwab US Dividend Equity ETF made up 0.6% of Emerald Advisors's portfolio in Q1 2026, its #9 holding.
Emerald Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.