First Citizens Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Citizens Bank & Trust’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 Q2	$762K	Sell	24,016 -4,263	-15%	-$135K	0.01%	364
2026 Q1	$868K	Buy	28,279 +14,490	+105%	+$440K	0.02%	323
2025 Q4	$378K	Hold	13,789	–	–	0.01%	498
2025 Q3	$376K	Hold	13,789	–	–	0.01%	497
2025 Q2	$365K	Buy	+13,789	New	+$360K	0.01%	501

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

First Citizens Bank & Trust's SCHD Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, selling an estimated $135K and leaving 24,016 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #364.

First Citizens Bank & Trust first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $868K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Citizens Bank & Trust held 24,016 shares of Schwab US Dividend Equity ETF worth $762K as of Q2 2026.
First Citizens Bank & Trust sold 4,263 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $135K.
Schwab US Dividend Equity ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #364 holding.
First Citizens Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
First Citizens Bank & Trust's Schwab US Dividend Equity ETF position peaked at $868K in Q1 2026.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.