Fidelity Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fidelity Investments’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	$23.4M	Buy	764,009 +181,140	+31%	+$5.49M	﹤0.01%	1724
2025 Q4	$16M	Buy	582,869 +108,172	+23%	+$2.94M	﹤0.01%	1856
2025 Q3	$13M	Buy	474,697 +20,342	+4%	+$555K	﹤0.01%	1909
2025 Q2	$12M	Buy	454,355 +29,836	+7%	+$779K	﹤0.01%	1860
2025 Q1	$11.9M	Sell	424,519 -16,902	-4%	-$471K	﹤0.01%	1852
2024 Q4	$12.1M	Buy	441,421 +57,523	+15%	+$1.64M	﹤0.01%	1876
2024 Q3	$10.8M	Buy	383,898 +108,345	+39%	+$2.95M	﹤0.01%	1893
2024 Q2	$7.14M	Buy	275,553 +9,477	+4%	+$247K	﹤0.01%	1969
2024 Q1	$7.15M	Buy	266,076 +91,059	+52%	+$2.35M	﹤0.01%	1973
2023 Q4	$4.44M	Sell	175,017 -17,919	-9%	-$427K	﹤0.01%	2098
2023 Q3	$4.55M	Buy	192,936 +35,718	+23%	+$876K	﹤0.01%	2074
2023 Q2	$3.81M	Buy	157,218 +13,194	+9%	+$315K	﹤0.01%	2142
2023 Q1	$3.51M	Buy	144,024 +5,472	+4%	+$137K	﹤0.01%	2208
2022 Q4	$3.49M	Buy	138,552 +19,107	+16%	+$472K	﹤0.01%	2217
2022 Q3	$2.65M	Buy	119,445 +9,738	+9%	+$237K	﹤0.01%	2357
2022 Q2	$2.62M	Sell	109,707 -3,981	-4%	-$101K	﹤0.01%	2425
2022 Q1	$2.99M	Buy	113,688 +9,045	+9%	+$237K	﹤0.01%	2496
2021 Q4	$2.82M	Buy	104,643 +27,528	+36%	+$715K	﹤0.01%	2491
2021 Q3	$1.91M	Buy	77,115 +11,427	+17%	+$290K	﹤0.01%	2574
2021 Q2	$1.66M	Buy	65,688 +11,055	+20%	+$279K	﹤0.01%	2586
2021 Q1	$1.33M	Buy	54,633 +11,595	+27%	+$264K	﹤0.01%	2540
2020 Q4	$920K	Buy	43,038 +11,139	+35%	+$226K	﹤0.01%	2544
2020 Q3	$588K	Buy	31,899 +14,985	+89%	+$276K	﹤0.01%	2516
2020 Q2	$292K	Sell	16,914 -3,306	-16%	-$55.8K	﹤0.01%	2566
2020 Q1	$303K	Sell	20,220 -5,217	-21%	-$93.7K	﹤0.01%	2507
2019 Q4	$491K	Buy	25,437 +1,977	+8%	+$37K	﹤0.01%	2499
2019 Q3	$428K	Buy	23,460 +957	+4%	+$17.1K	﹤0.01%	2537
2019 Q2	$398K	Sell	22,503 -519	-2%	-$9.13K	﹤0.01%	2563
2019 Q1	$401K	Buy	23,022 +22,506	+4,362%	+$378K	﹤0.01%	2514
2018 Q4	$8K	Buy	516 +513	+17,100%	+$8.55K	﹤0.01%	3095
2018 Q3	$0	Buy	+3	New	+$52	﹤0.01%	3769

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

Fidelity Investments's SCHD Position: Q1 2026 in Review

Fidelity Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q1 2026, buying an estimated $5.49M and bringing the position to 764,009 shares worth $23.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Fidelity Investments first reported a position in SCHD in Q3 2018 and has held it in 31 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Fidelity Investments held 764,009 shares of Schwab US Dividend Equity ETF worth $23.4M as of Q1 2026.
Fidelity Investments bought 181,140 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.49M.
Schwab US Dividend Equity ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1724 holding.
Fidelity Investments first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 31 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.