Fiduciary Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Fiduciary Family Office's SCHD Position: Q1 2026 in Review
Fiduciary Family Office held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 15,000 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #109.
Fiduciary Family Office first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Fiduciary Family Office held 15,000 shares of Schwab US Dividend Equity ETF worth $460K as of Q1 2026.
- Fiduciary Family Office left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
- Schwab US Dividend Equity ETF made up 0.13% of Fiduciary Family Office's portfolio in Q1 2026, its #109 holding.
- Fiduciary Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.