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

Financial Insights’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	$28.9M	Buy	941,050 +31,377	+3%	+$952K	9.36%	2
2025 Q4	$25M	Buy	909,673 +6,165	+0.7%	+$168K	8.36%	2
2025 Q3	$24.7M	Sell	903,508 -5,475	-0.6%	-$149K	8.17%	3
2025 Q2	$24.1M	Sell	908,983 -15,360	-2%	-$401K	8.8%	2
2025 Q1	$25.8M	Buy	924,343 +39,636	+4%	+$1.1M	10.29%	1
2024 Q4	$24.2M	Buy	884,707 +39,532	+5%	+$1.12M	8.97%	2
2024 Q3	$23.8M	Sell	845,175 -1,503	-0.2%	-$40.9K	7.52%	3
2024 Q2	$21.9M	Buy	846,678 +9,609	+1%	+$250K	6.1%	4
2024 Q1	$22.5M	Sell	837,069 -40,461	-5%	-$1.05M	6.28%	3
2023 Q4	$22.3M	Sell	877,530 -14,850	-2%	-$354K	6.96%	2
2023 Q3	$20.2M	Buy	892,380 +52,032	+6%	+$1.28M	7.23%	2
2023 Q2	$20.3M	Buy	840,348 +170,073	+25%	+$4.06M	7.47%	2
2023 Q1	$16.3M	Buy	670,275 +247,464	+59%	+$6.19M	6.65%	2
2022 Q4	$10.6M	Buy	422,811 +202,062	+92%	+$4.99M	5.04%	3
2022 Q3	$4.89M	Buy	+220,749	New	+$5.36M	3.29%	5

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

Financial Insights's SCHD Position: Q1 2026 in Review

Financial Insights increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q1 2026, buying an estimated $952K and bringing the position to 941,050 shares worth $28.9M. The position accounts for 9.36% of the portfolio, ranked #2.

Financial Insights first reported a position in SCHD in Q3 2022 and has held it in 15 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Financial Insights held 941,050 shares of Schwab US Dividend Equity ETF worth $28.9M as of Q1 2026.
Financial Insights bought 31,377 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $952K.
Schwab US Dividend Equity ETF made up 9.36% of Financial Insights's portfolio in Q1 2026, its #2 holding.
Financial Insights first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 15 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.