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Equitable Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Equitable Holdings’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 		$34.7M Buy
1,263,537
+123,987
+11% +$3.76M 0.22% 103
2025
Q4 		$31.3M Sell
1,139,550
-403,700
-26% -$11M 0.21% 103
2025
Q3 		$42.1M Sell
1,543,250
-358,310
-19% -$9.78M 0.31% 70
2025
Q2 		$50.4M Buy
1,901,560
+172,280
+10% +$4.5M 0.42% 48
2025
Q1 		$48.4M Buy
1,729,280
+246,960
+17% +$6.88M 0.46% 42
2024
Q4 		$40.5M Buy
1,482,320
+72,983
+5% +$2.07M 0.39% 58
2024
Q3 		$39.7M Buy
1,409,337
+120,864
+9% +$3.29M 0.38% 53
2024
Q2 		$33.4M Buy
1,288,473
+77,568
+6% +$2.02M 0.35% 59
2024
Q1 		$32.5M Buy
1,210,905
+155,580
+15% +$4.02M 0.37% 58
2023
Q4 		$26.8M Buy
1,055,325
+71,586
+7% +$1.71M 0.33% 67
2023
Q3 		$23.2M Sell
983,739
-3,060
-0.3% -$75.1K 0.33% 67
2023
Q2 		$23.9M Buy
986,799
+148,461
+18% +$3.55M 0.34% 65
2023
Q1 		$20.4M Buy
838,338
+4,101
+0.5% +$103K 0.33% 66
2022
Q4 		$21M Buy
834,237
+221,946
+36% +$5.48M 0.37% 64
2022
Q3 		$13.6M Buy
612,291
+218,634
+56% +$5.31M 0.26% 79
2022
Q2 		$9.4M Buy
393,657
+93,462
+31% +$2.38M 0.18% 96
2022
Q1 		$7.89M Buy
300,195
+99,822
+50% +$2.61M 0.13% 114
2021
Q4 		$5.4M Sell
200,373
-17,406
-8% -$452K 0.09% 155
2021
Q3 		$5.39M Buy
217,779
+1,569
+0.7% +$39.9K 0.09% 141
2021
Q2 		$5.45M Buy
216,210
+33,345
+18% +$842K 0.09% 138
2021
Q1 		$4.45M Buy
182,865
+29,364
+19% +$668K 0.09% 151
2020
Q4 		$3.28M Buy
153,501
+76,377
+99% +$1.55M 0.07% 165
2020
Q3 		$1.42M Buy
77,124
+16,389
+27% +$302K 0.04% 256
2020
Q2 		$1.05M Buy
60,735
+9,933
+20% +$168K 0.03% 298
2020
Q1 		$762K Buy
50,802
+15,351
+43% +$276K 0.03% 304
2019
Q4 		$684K Buy
+35,451
New +$664K 0.02% 348

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Equitable Holdings's SCHD Position: Q1 2026 in Review

Equitable Holdings increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $3.76M and bringing the position to 1,263,537 shares worth $34.7M. The position accounts for 0.22% of the portfolio, ranked #103.

Equitable Holdings first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $50.4M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Equitable Holdings held 1,263,537 shares of Schwab US Dividend Equity ETF worth $34.7M as of Q1 2026.
  • Equitable Holdings bought 123,987 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.76M.
  • Schwab US Dividend Equity ETF made up 0.22% of Equitable Holdings's portfolio in Q1 2026, its #103 holding.
  • Equitable Holdings first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Schwab US Dividend Equity ETF position peaked at $50.4M in Q2 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.