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FNY Investment Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FNY Investment Advisers’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
2024
Q1 		– Sell
-90
Closed -$2K – 822
2023
Q4 		$2K Buy
+90
New +$2.15K ﹤0.01% 407

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FNY Investment Advisers's SCHD Position: Q1 2026 in Review

FNY Investment Advisers sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 300 shares — an estimated $8K sold.

FNY Investment Advisers first reported a position in SCHD in Q2 2019 and held it in 2 quarters. The position peaked at $111K in Q2 2019. 2,051 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • FNY Investment Advisers reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 300 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $8K.
  • FNY Investment Advisers first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and held it in 2 quarters.
  • FNY Investment Advisers's Schwab US Dividend Equity ETF position peaked at $111K in Q2 2019.
  • 2,051 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.