Etesian Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Etesian Wealth Advisors's SCHD Position: Q1 2026 in Review
Etesian Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 52% in Q1 2026, buying an estimated $258K and bringing the position to 24,933 shares worth $765K. The position accounts for 0.24% of the portfolio, ranked #79.
Etesian Wealth Advisors first reported a position in SCHD in Q4 2022 and has held it in 13 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Etesian Wealth Advisors held 24,933 shares of Schwab US Dividend Equity ETF worth $765K as of Q1 2026.
- Etesian Wealth Advisors bought 8,503 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $258K.
- Schwab US Dividend Equity ETF made up 0.24% of Etesian Wealth Advisors's portfolio in Q1 2026, its #79 holding.
- Etesian Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 13 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.