Front Row Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Front Row Advisors’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	$828K	Sell	26,987 -350	-1%	-$10.6K	0.28%	56
2025 Q4	$750K	Buy	27,337 +706	+3%	+$19.2K	0.25%	61
2025 Q3	$727K	Sell	26,631 -361	-1%	-$9.85K	0.24%	61
2025 Q2	$715K	Buy	26,992 +2,045	+8%	+$53.4K	0.25%	60
2025 Q1	$698K	Buy	24,947 +635	+3%	+$17.7K	0.27%	58
2024 Q4	$664K	Buy	24,312 +1,128	+5%	+$32.1K	0.23%	60
2024 Q3	$653K	Buy	23,184 +135	+0.6%	+$3.68K	0.23%	65
2024 Q2	$604K	Sell	23,049 -6,468	-22%	-$168K	0.21%	71
2024 Q1	$793K	Buy	29,517 +327	+1%	+$8.45K	0.29%	64
2023 Q4	$741K	Sell	29,190 -1,971	-6%	-$47K	0.34%	58
2023 Q3	$735K	Sell	31,161 -207	-0.7%	-$5.08K	0.34%	62
2023 Q2	$759K	Buy	31,368 +3	+0%	+$72	0.34%	63
2023 Q1	$765K	Buy	31,365 +2,043	+7%	+$51.1K	0.37%	62
2022 Q4	$738K	Sell	29,322 -2,079	-7%	-$51.3K	0.38%	64
2022 Q3	$695K	Buy	31,401 +3	+0%	+$73	0.36%	68
2022 Q2	$750K	Buy	31,398 +3	+0%	+$76	0.37%	69
2022 Q1	$826K	Buy	31,395 +3	+0%	+$79	0.33%	69
2021 Q4	$846K	Buy	31,392 +3	+0%	+$78	0.32%	71
2021 Q3	$777K	Buy	31,389 +3	+0%	+$76	0.33%	70
2021 Q2	$800K	Buy	31,386 +1,113	+4%	+$28.1K	0.33%	69
2021 Q1	$736K	Buy	30,273 +180	+0.6%	+$4.09K	0.36%	63
2020 Q4	$643K	Buy	30,093 +993	+3%	+$20.1K	0.33%	68
2020 Q3	$618K	Buy	29,100 +1,203	+4%	+$22.1K	0.33%	70
2020 Q2	$481K	Buy	27,897 +2,598	+10%	+$43.9K	0.3%	74
2020 Q1	$427K	Buy	25,299 +12,027	+91%	+$216K	0.29%	79
2019 Q4	$256K	Buy	13,272 +3	+0%	+$56	0.17%	95
2019 Q3	$242K	Buy	13,269 +54	+0.4%	+$966	0.17%	95
2019 Q2	$236K	Hold	13,215	–	–	0.17%	95
2019 Q1	$230K	Buy	13,215 +90	+0.7%	+$1.51K	0.18%	92
2018 Q4	$205K	Buy	13,125 +3	+0%	+$50	0.18%	94
2018 Q3	$215	Buy	13,122 +3	+0%	+$52	0.15%	96
2018 Q2	$223	Buy	13,119 +3	+0%	+$49	0.14%	104
2018 Q1	$214K	Sell	13,116 -132	-1%	-$2.25K	0.15%	106
2017 Q4	$226K	Buy	+13,248	New	+$218K	0.18%	106

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

Front Row Advisors's SCHD Position: Q1 2026 in Review

Front Row Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q1 2026, selling an estimated $10.6K and leaving 26,987 shares worth $828K. The position accounts for 0.28% of the portfolio, ranked #56.

Front Row Advisors first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. The position peaked at $846K in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Front Row Advisors held 26,987 shares of Schwab US Dividend Equity ETF worth $828K as of Q1 2026.
Front Row Advisors sold 350 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $10.6K.
Schwab US Dividend Equity ETF made up 0.28% of Front Row Advisors's portfolio in Q1 2026, its #56 holding.
Front Row Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
Front Row Advisors's Schwab US Dividend Equity ETF position peaked at $846K in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.