Focus Partners Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Focus Partners Wealth’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	$50.4M	Buy	1,641,871 +73,690	+5%	+$2.24M	0.06%	287
2025 Q4	$43M	Buy	1,568,181 +45,000	+3%	+$1.22M	0.05%	321
2025 Q3	$41.6M	Buy	1,523,181 +11,258	+0.7%	+$307K	0.07%	242
2025 Q2	$40.1M	Buy	1,511,923 +25,465	+2%	+$665K	0.09%	220
2025 Q1	$41.6M	Buy	1,486,458 +28,688	+2%	+$800K	0.1%	194
2024 Q4	$39.8M	Buy	1,457,770 +168,508	+13%	+$4.79M	0.1%	185
2024 Q3	$37.1M	Sell	1,289,262 -569,826	-31%	-$15.5M	0.12%	178
2024 Q2	$48.2M	Buy	1,859,088 +928,140	+100%	+$24.2M	0.16%	137
2024 Q1	$25M	Buy	930,948 +40,290	+5%	+$1.04M	0.2%	129
2023 Q4	$22.6M	Buy	+890,658	New	+$21.2M	0.3%	95

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

Focus Partners Wealth's SCHD Position: Q1 2026 in Review

Focus Partners Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q1 2026, buying an estimated $2.24M and bringing the position to 1,641,871 shares worth $50.4M. The position accounts for 0.06% of the portfolio, ranked #287.

Focus Partners Wealth 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.

Focus Partners Wealth held 1,641,871 shares of Schwab US Dividend Equity ETF worth $50.4M as of Q1 2026.
Focus Partners Wealth bought 73,690 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.24M.
Schwab US Dividend Equity ETF made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #287 holding.
Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.