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

Essential Partners’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
-72
Closed -$1.97K – 2966
2025
Q4 		$1.97K Buy
72
+54
+300% +$1.47K ﹤0.01% 1804
2025
Q3 		$486 Sell
18
-1
-5% -$27 ﹤0.01% 2211
2025
Q2 		$494 Buy
+19
New +$496 ﹤0.01% 1708

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Essential Partners's SCHD Position: Q1 2026 in Review

Essential Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 72 shares — an estimated $1.97K sold.

Essential Partners first reported a position in SCHD in Q2 2025 and held it in 3 quarters. The position peaked at $1.97K in Q4 2025. 2,064 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Essential Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 72 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.97K.
  • Essential Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 3 quarters.
  • Essential Partners's Schwab US Dividend Equity ETF position peaked at $1.97K in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.