EFS
SCHD icon

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

Essex 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 		$2.37M Buy
77,299
+22,364
+41% +$678K 0.13% 155
2025
Q4 		$1.51M Buy
54,935
+44
+0.1% +$1.2K 0.09% 205
2025
Q3 		$1.5M Sell
54,891
-2,868
-5% -$78.2K 0.09% 197
2025
Q2 		$1.53M Buy
57,759
+2,914
+5% +$76.1K 0.1% 186
2025
Q1 		$1.53M Sell
54,845
-1,617
-3% -$45.1K 0.11% 173
2024
Q4 		$1.54M Sell
56,462
-109,543
-66% -$3.11M 0.11% 168
2024
Q3 		$1.57M Buy
166,005
+97,074
+141% +$2.64M 0.11% 169
2024
Q2 		$1.84M Buy
68,931
+2,733
+4% +$71.1K 0.14% 147
2024
Q1 		$1.78M Sell
66,198
-2,007
-3% -$51.9K 0.16% 126
2023
Q4 		$1.73M Buy
68,205
+588
+0.9% +$14K 0.18% 120
2023
Q3 		$1.59M Sell
67,617
-27
-0% -$663 0.18% 116
2023
Q2 		$1.64M Sell
67,644
-678
-1% -$16.2K 0.19% 116
2023
Q1 		$1.67M Sell
68,322
-2,238
-3% -$56K 0.18% 120
2022
Q4 		$1.78M Sell
70,560
-14,760
-17% -$364K 0.19% 115
2022
Q3 		$1.89M Sell
85,320
-2,532
-3% -$61.5K 0.23% 104
2022
Q2 		$2.1M Buy
87,852
+2,553
+3% +$64.9K 0.23% 99
2022
Q1 		$2.24M Buy
85,299
+5,394
+7% +$141K 0.22% 108
2021
Q4 		$2.15M Buy
79,905
+840
+1% +$21.8K 0.21% 104
2021
Q3 		$1.96M Buy
79,065
+5,868
+8% +$149K 0.22% 102
2021
Q2 		$1.78M Hold
73,197
– – 0.26% 94
2021
Q1 		$1.78M Buy
73,197
+1,578
+2% +$35.9K 0.32% 81
2020
Q4 		$1.53M Buy
71,619
+129
+0.2% +$2.62K 0.3% 82
2020
Q3 		$1.32M Buy
71,490
+138
+0.2% +$2.54K 0.32% 69
2020
Q2 		$1.23M Buy
71,352
+44,559
+166% +$753K 0.38% 68
2020
Q1 		$402K Buy
+26,793
New +$481K 0.14% 148
2018
Q2 		– Sell
-16,827
Closed -$275K – 335
2018
Q1 		$275K Buy
+16,827
New +$287K 0.05% 280

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

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

Essex Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 41% in Q1 2026, buying an estimated $678K and bringing the position to 77,299 shares worth $2.37M. The position accounts for 0.13% of the portfolio, ranked #155.

Essex Financial Services first reported a position in SCHD in Q1 2018 and has held it in 26 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Essex Financial Services held 77,299 shares of Schwab US Dividend Equity ETF worth $2.37M as of Q1 2026.
  • Essex Financial Services bought 22,364 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $678K.
  • Schwab US Dividend Equity ETF made up 0.13% of Essex Financial Services's portfolio in Q1 2026, its #155 holding.
  • Essex Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 26 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.