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FSB Premier Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FSB Premier Wealth Management’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 		$730K Sell
23,806
-504
-2% -$15.3K 0.23% 107
2025
Q4 		$667K Sell
24,310
-1,538
-6% -$41.8K 0.21% 115
2025
Q3 		$706K Buy
25,848
+4,545
+21% +$124K 0.23% 107
2025
Q2 		$565K Sell
21,303
-108
-0.5% -$2.82K 0.2% 121
2025
Q1 		$599K Sell
21,411
-1,236
-5% -$34.5K 0.23% 115
2024
Q4 		$619K Sell
22,647
-654
-3% -$18.6K 0.25% 103
2024
Q3 		$657K Sell
23,301
-435
-2% -$11.9K 0.27% 97
2024
Q2 		$615K Sell
23,736
-930
-4% -$24.2K 0.28% 83
2024
Q1 		$663K Sell
24,666
-252
-1% -$6.51K 0.31% 73
2023
Q4 		$632K Buy
24,918
+546
+2% +$13K 0.32% 68
2023
Q3 		$575K Sell
24,372
-180
-0.7% -$4.42K 0.32% 70
2023
Q2 		$594K Sell
24,552
-90
-0.4% -$2.15K 0.32% 69
2023
Q1 		$601K Buy
24,642
+624
+3% +$15.6K 0.33% 67
2022
Q4 		$605K Buy
24,018
+2,970
+14% +$73.3K 0.33% 67
2022
Q3 		$466K Buy
+21,048
New +$511K 0.27% 75

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

FSB Premier Wealth Management's SCHD Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q1 2026, selling an estimated $15.3K and leaving 23,806 shares worth $730K. The position accounts for 0.23% of the portfolio, ranked #107.

FSB Premier Wealth Management first reported a position in SCHD in Q3 2022 and has held it in 15 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • FSB Premier Wealth Management held 23,806 shares of Schwab US Dividend Equity ETF worth $730K as of Q1 2026.
  • FSB Premier Wealth Management sold 504 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $15.3K.
  • Schwab US Dividend Equity ETF made up 0.23% of FSB Premier Wealth Management's portfolio in Q1 2026, its #107 holding.
  • FSB Premier Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.