FSC Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FSC Wealth 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	–	Sell	-116,031	Closed	-$3.18M	–	23
2025 Q4	$3.18M	Sell	116,031 -49,387	-30%	-$1.34M	5.16%	5
2025 Q3	$4.52M	Buy	165,418 +851	+0.5%	+$23.2K	2.61%	11
2025 Q2	$4.36M	Sell	164,567 -1,227	-0.7%	-$32K	2.75%	11
2025 Q1	$4.64M	Sell	165,794 -223	-0.1%	-$6.22K	3.04%	10
2024 Q4	$4.54M	Buy	166,017 +648	+0.4%	+$18.4K	2.92%	9
2024 Q3	$4.66M	Sell	165,369 -12,102	-7%	-$330K	3.35%	8
2024 Q2	$4.6M	Buy	177,471 +1,158	+0.7%	+$30.1K	3.4%	11
2024 Q1	$4.74M	Buy	176,313 +119,835	+212%	+$3.1M	3.34%	11
2023 Q4	$1.43M	Sell	56,478 -57,357	-50%	-$1.37M	1.05%	19
2023 Q3	$2.69M	Buy	113,835 +107,490	+1,694%	+$2.64M	2.78%	10
2023 Q2	$154K	Buy	6,345 +3,987	+169%	+$95.3K	0.14%	33
2023 Q1	$57.5K	Buy	+2,358	New	+$59K	0.09%	55
2022 Q1	–	Sell	-32,055	Closed	-$864K	–	189
2021 Q4	$864K	Buy	+32,055	New	+$833K	0.59%	19

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

FSC Wealth Advisors's SCHD Position: Q1 2026 in Review

FSC Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 116,031 shares — an estimated $3.18M sold.

FSC Wealth Advisors first reported a position in SCHD in Q4 2021 and held it in 13 quarters. The position peaked at $4.74M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

FSC Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
FSC Wealth Advisors sold 116,031 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.18M.
FSC Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 13 quarters.
FSC Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $4.74M in Q1 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.