Frederick Financial Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Frederick Financial Consultants’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	$416K	Buy	13,546 +3,861	+40%	+$117K	0.21%	63
2025 Q4	$266K	Buy	9,685 +15	+0.2%	+$408	0.15%	87
2025 Q3	$264K	Sell	9,670 -4,219	-30%	-$115K	0.15%	88
2025 Q2	$368K	Sell	13,889 -1,792	-11%	-$46.8K	0.23%	61
2025 Q1	$438K	Sell	15,681 -662	-4%	-$18.5K	0.32%	55
2024 Q4	$446K	Buy	+16,343	New	+$465K	0.36%	46

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

Frederick Financial Consultants's SCHD Position: Q1 2026 in Review

Frederick Financial Consultants increased its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q1 2026, buying an estimated $117K and bringing the position to 13,546 shares worth $416K. The position accounts for 0.21% of the portfolio, ranked #63.

Frederick Financial Consultants first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q4 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Frederick Financial Consultants held 13,546 shares of Schwab US Dividend Equity ETF worth $416K as of Q1 2026.
Frederick Financial Consultants bought 3,861 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $117K.
Schwab US Dividend Equity ETF made up 0.21% of Frederick Financial Consultants's portfolio in Q1 2026, its #63 holding.
Frederick Financial Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's Schwab US Dividend Equity ETF position peaked at $446K in Q4 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.