Finer Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Finer Wealth Management’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	$254K	Buy	8,277 +232	+3%	+$7.04K	0.13%	79
2025 Q4	$221K	Sell	8,045 -1,796	-18%	-$48.8K	0.11%	78
2025 Q3	$269K	Sell	9,841 -993	-9%	-$27.1K	0.13%	76
2025 Q2	$287K	Sell	10,834 -1,956	-15%	-$51.1K	0.15%	76
2025 Q1	$358K	Buy	12,790 +147	+1%	+$4.1K	0.21%	68
2024 Q4	$345K	Sell	12,643 -449	-3%	-$12.8K	0.2%	71
2024 Q3	$369K	Sell	13,092 -600	-4%	-$16.3K	0.23%	64
2024 Q2	$355K	Buy	13,692 +654	+5%	+$17K	0.23%	66
2024 Q1	$350K	Sell	13,038 -1,155	-8%	-$29.8K	0.23%	64
2023 Q4	$360K	Sell	14,193 -27	-0.2%	-$643	0.27%	60
2023 Q3	$335K	Buy	14,220 +1,188	+9%	+$29.2K	0.27%	60
2023 Q2	$315K	Sell	13,032 -1,149	-8%	-$27.5K	0.25%	65
2023 Q1	$346K	Sell	14,181 -903	-6%	-$22.6K	0.29%	63
2022 Q4	$380K	Buy	15,084 +78	+0.5%	+$1.93K	0.36%	58
2022 Q3	$332K	Buy	15,006 +645	+4%	+$15.7K	0.33%	62
2022 Q2	$343K	Sell	14,361 -372	-3%	-$9.46K	0.31%	62
2022 Q1	$387K	Sell	14,733 -1,191	-7%	-$31.2K	0.32%	63
2021 Q4	$429K	Buy	+15,924	New	+$414K	0.36%	57

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

Finer Wealth Management's SCHD Position: Q1 2026 in Review

Finer Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q1 2026, buying an estimated $7.04K and bringing the position to 8,277 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #79.

Finer Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $429K in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Finer Wealth Management held 8,277 shares of Schwab US Dividend Equity ETF worth $254K as of Q1 2026.
Finer Wealth Management bought 232 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.04K.
Schwab US Dividend Equity ETF made up 0.13% of Finer Wealth Management's portfolio in Q1 2026, its #79 holding.
Finer Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's Schwab US Dividend Equity ETF position peaked at $429K in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.