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

Florida Financial Advisors’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	$4.81M	Buy	156,724 +39,085	+33%	+$1.19M	1.15%	15
2025 Q4	$3.23M	Buy	117,639 +2,032	+2%	+$55.3K	0.88%	25
2025 Q3	$3.16M	Sell	115,607 -9,153	-7%	-$250K	0.98%	21
2025 Q2	$3.31M	Sell	124,760 -6,692	-5%	-$175K	1.1%	19
2025 Q1	$3.67M	Buy	131,452 +15,024	+13%	+$419K	1.45%	15
2024 Q4	$3.18M	Buy	116,428 +17,614	+18%	+$501K	1.42%	15
2024 Q3	$2.78M	Sell	98,814 -615	-0.6%	-$16.8K	1.44%	15
2024 Q2	$2.58M	Buy	99,429 +8,688	+10%	+$226K	1.55%	15
2024 Q1	$2.44M	Sell	90,741 -14,016	-13%	-$362K	1.79%	13
2023 Q4	$1.9M	Buy	+104,757	New	+$2.5M	1.76%	13

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

Florida Financial Advisors's SCHD Position: Q1 2026 in Review

Florida Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 33% in Q1 2026, buying an estimated $1.19M and bringing the position to 156,724 shares worth $4.81M. The position accounts for 1.15% of the portfolio, ranked #15.

Florida Financial Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Florida Financial Advisors held 156,724 shares of Schwab US Dividend Equity ETF worth $4.81M as of Q1 2026.
Florida Financial Advisors bought 39,085 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.19M.
Schwab US Dividend Equity ETF made up 1.15% of Florida Financial Advisors's portfolio in Q1 2026, its #15 holding.
Florida Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.