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FourThought Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FourThought Financial Partners’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 		$5.59M Sell
182,315
-116,046
-39% -$3.52M 0.48% 58
2025
Q4 		$8.18M Buy
298,361
+232,934
+356% +$6.33M 0.69% 39
2025
Q3 		$1.79M Hold
65,427
– – 0.16% 102
2025
Q2 		$1.73M Buy
65,427
+28,170
+76% +$736K 0.17% 104
2025
Q1 		$1.04M Buy
+37,257
New +$1.04M 0.11% 126

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FourThought Financial Partners's SCHD Position: Q1 2026 in Review

FourThought Financial Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q1 2026, selling an estimated $3.52M and leaving 182,315 shares worth $5.59M. The position accounts for 0.48% of the portfolio, ranked #58.

FourThought Financial Partners first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.18M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • FourThought Financial Partners held 182,315 shares of Schwab US Dividend Equity ETF worth $5.59M as of Q1 2026.
  • FourThought Financial Partners sold 116,046 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.52M.
  • Schwab US Dividend Equity ETF made up 0.48% of FourThought Financial Partners's portfolio in Q1 2026, its #58 holding.
  • FourThought Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • FourThought Financial Partners's Schwab US Dividend Equity ETF position peaked at $8.18M in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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