Foster & Motley’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269K | Sell |
8,762
-1,520
| -15% | -$46.1K | 0.01% | 367 |
|
|
2025
Q4 | $282K | Buy |
10,282
+17
| +0.2% | +$462 | 0.02% | 351 |
|
|
2025
Q3 | $280K | Buy |
10,265
+164
| +2% | +$4.47K | 0.02% | 351 |
|
|
2025
Q2 | $268K | Buy |
10,101
+17
| +0.2% | +$444 | 0.02% | 356 |
|
|
2025
Q1 | $282K | Sell |
10,084
-672
| -6% | -$18.7K | 0.02% | 342 |
|
|
2024
Q4 | $294K | Sell |
10,756
-299
| -3% | -$8.5K | 0.02% | 336 |
|
|
2024
Q3 | $311K | Sell |
11,055
-2,592
| -19% | -$70.6K | 0.02% | 331 |
|
|
2024
Q2 | $354K | Sell |
13,647
-201
| -1% | -$5.23K | 0.02% | 308 |
|
|
2024
Q1 | $372K | Sell |
13,848
-831
| -6% | -$21.5K | 0.03% | 293 |
|
|
2023
Q4 | $373K | Buy |
14,679
+996
| +7% | +$23.7K | 0.03% | 294 |
|
|
2023
Q3 | $323K | Buy |
13,683
+246
| +2% | +$6.04K | 0.03% | 311 |
|
|
2023
Q2 | $325K | Buy |
13,437
+2,133
| +19% | +$51K | 0.03% | 326 |
|
|
2023
Q1 | $276K | Sell |
11,304
-870
| -7% | -$21.8K | 0.02% | 339 |
|
|
2022
Q4 | $307K | Buy |
12,174
+1,332
| +12% | +$32.9K | 0.03% | 322 |
|
|
2022
Q3 | $240K | Sell |
10,842
-105
| -1% | -$2.55K | 0.02% | 326 |
|
|
2022
Q2 | $261K | Buy |
10,947
+822
| +8% | +$20.9K | 0.02% | 317 |
|
|
2022
Q1 | $266K | Sell |
10,125
-4,737
| -32% | -$124K | 0.02% | 320 |
|
|
2021
Q4 | $400K | Buy |
14,862
+1,491
| +11% | +$38.7K | 0.03% | 270 |
|
|
2021
Q3 | $331K | Sell |
13,371
-7,116
| -35% | -$181K | 0.03% | 278 |
|
|
2021
Q2 | $516K | Buy |
20,487
+7,626
| +59% | +$193K | 0.04% | 230 |
|
|
2021
Q1 | $313K | Sell |
12,861
-432
| -3% | -$9.83K | 0.03% | 259 |
|
|
2020
Q4 | $284K | Buy |
13,293
+930
| +8% | +$18.9K | 0.03% | 257 |
|
|
2020
Q3 | $228K | Sell |
12,363
-5,892
| -32% | -$108K | 0.03% | 253 |
|
|
2020
Q2 | $315K | Sell |
18,255
-5,838
| -24% | -$98.6K | 0.04% | 225 |
|
|
2020
Q1 | $361K | Buy |
24,093
+5,889
| +32% | +$106K | 0.05% | 198 |
|
|
2019
Q4 | $351K | Sell |
18,204
-510
| -3% | -$9.55K | 0.04% | 216 |
|
|
2019
Q3 | $342K | Buy |
18,714
+2,118
| +13% | +$37.9K | 0.05% | 209 |
|
|
2019
Q2 | $294K | Sell |
16,596
-34,377
| -67% | -$605K | 0.04% | 214 |
|
|
2019
Q1 | $888K | Buy |
50,973
+8,022
| +19% | +$135K | 0.13% | 139 |
|
|
2018
Q4 | $672K | Buy |
42,951
+12,549
| +41% | +$209K | 0.11% | 152 |
|
|
2018
Q3 | $537K | Buy |
30,402
+3,945
| +15% | +$68.3K | 0.08% | 165 |
|
|
2018
Q2 | $435K | Buy |
26,457
+753
| +3% | +$12.4K | 0.07% | 172 |
|
|
2018
Q1 | $420K | Buy |
25,704
+2,340
| +10% | +$39.9K | 0.07% | 167 |
|
|
2017
Q4 | $399K | Buy |
23,364
+9,849
| +73% | +$162K | 0.06% | 169 |
|
|
2017
Q3 | $211K | Buy |
13,515
+186
| +1% | +$2.84K | 0.04% | 202 |
|
|
2017
Q2 | $200K | Buy |
+13,329
| New | +$200K | 0.04% | 200 |
|
Other funds holding SCHD
RIM
SLI
Foster & Motley's SCHD Position: Q1 2026 in Review
Foster & Motley reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q1 2026, selling an estimated $46.1K and leaving 8,762 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #367.
Foster & Motley first reported a position in SCHD in Q2 2017 and has held it in 36 quarters since. The position peaked at $888K in Q1 2019. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Foster & Motley held 8,762 shares of Schwab US Dividend Equity ETF worth $269K as of Q1 2026.
- Foster & Motley sold 1,520 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $46.1K.
- Schwab US Dividend Equity ETF made up 0.01% of Foster & Motley's portfolio in Q1 2026, its #367 holding.
- Foster & Motley first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 36 quarters since.
- Foster & Motley's Schwab US Dividend Equity ETF position peaked at $888K in Q1 2019.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.