First Manhattan’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Manhattan’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	$1.24M	Sell	40,413 -18	-0%	-$546	﹤0.01%	402
2025 Q4	$1.11M	Buy	40,431 +1	+0%	+$27	﹤0.01%	418
2025 Q3	$1.1M	Sell	40,430 -4,750	-11%	-$130K	﹤0.01%	416
2025 Q2	$1.2M	Hold	45,180	–	–	﹤0.01%	403
2025 Q1	$1.26M	Buy	45,180 +21	+0%	+$585	﹤0.01%	361
2024 Q4	$1.23M	Hold	45,159	–	–	﹤0.01%	368
2024 Q3	$1.27M	Hold	45,159	–	–	﹤0.01%	338
2024 Q2	$1.18M	Sell	45,159 -156	-0.3%	-$4.06K	﹤0.01%	344
2024 Q1	$1.22M	Sell	45,315 -171	-0.4%	-$4.42K	﹤0.01%	353
2023 Q4	$1.15M	Hold	45,486	–	–	﹤0.01%	365
2023 Q3	$1.07M	Buy	45,486 +24,834	+120%	+$609K	﹤0.01%	376
2023 Q2	$500K	Sell	20,652 -1,410	-6%	-$33.7K	﹤0.01%	486
2023 Q1	$538K	Buy	22,062 +6,297	+40%	+$157K	﹤0.01%	494
2022 Q4	$397K	Buy	15,765 +1,665	+12%	+$41.1K	﹤0.01%	559
2022 Q3	$312K	Hold	14,100	–	–	﹤0.01%	594
2022 Q2	$336K	Hold	14,100	–	–	﹤0.01%	610
2022 Q1	$370K	Buy	14,100 +3,600	+34%	+$94.3K	﹤0.01%	642
2021 Q4	$282K	Buy	+10,500	New	+$273K	﹤0.01%	681
2017 Q2	–	Sell	-336	Closed	-$5K	–	1457
2017 Q1	$5K	Buy	+336	New	+$4.95K	﹤0.01%	1268

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

First Manhattan's SCHD Position: Q1 2026 in Review

First Manhattan reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.04% in Q1 2026, selling an estimated $546 and leaving 40,413 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #402.

First Manhattan first reported a position in SCHD in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.27M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

First Manhattan held 40,413 shares of Schwab US Dividend Equity ETF worth $1.24M as of Q1 2026.
First Manhattan sold 18 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $546.
Schwab US Dividend Equity ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #402 holding.
First Manhattan first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 19 quarters since.
First Manhattan's Schwab US Dividend Equity ETF position peaked at $1.27M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.