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Glen Eagle Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glen Eagle 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 		$1.08M Buy
35,347
+32,912
+1,352% +$998K 0.15% 107
2025
Q4 		$66.8K Sell
2,435
-637
-21% -$17.3K 0.01% 394
2025
Q3 		$83.9K Buy
3,072
+351
+13% +$9.58K 0.01% 358
2025
Q2 		$72.1K Buy
2,721
+271
+11% +$7.08K 0.01% 363
2025
Q1 		$68.5K Sell
2,450
-170
-6% -$4.74K 0.01% 364
2024
Q4 		$71.6K Sell
2,620
-410
-14% -$11.7K 0.01% 359
2024
Q3 		$85.4K Buy
3,030
+600
+25% +$16.3K 0.01% 334
2024
Q2 		$63K Sell
2,430
-495
-17% -$12.9K 0.01% 368
2024
Q1 		$78.6K Buy
2,925
+435
+17% +$11.2K 0.01% 338
2023
Q4 		$63.2K Hold
2,490
– – 0.01% 354
2023
Q3 		$58.7K Hold
2,490
– – 0.01% 351
2023
Q2 		$60.3K Buy
2,490
+600
+32% +$14.3K 0.01% 356
2023
Q1 		$46.1K Buy
1,890
+540
+40% +$13.5K 0.01% 382
2022
Q4 		$34K Buy
1,350
+630
+88% +$15.6K 0.01% 410
2022
Q3 		$15.9K Buy
720
+705
+4,700% +$17.1K ﹤0.01% 521
2022
Q2 		$358 Buy
+15
New +$382 ﹤0.01% 959

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

Glen Eagle Advisors's SCHD Position: Q1 2026 in Review

Glen Eagle Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,352% in Q1 2026, buying an estimated $998K and bringing the position to 35,347 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #107.

Glen Eagle Advisors first reported a position in SCHD in Q2 2022 and has held it in 16 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Glen Eagle Advisors held 35,347 shares of Schwab US Dividend Equity ETF worth $1.08M as of Q1 2026.
  • Glen Eagle Advisors bought 32,912 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $998K.
  • Schwab US Dividend Equity ETF made up 0.15% of Glen Eagle Advisors's portfolio in Q1 2026, its #107 holding.
  • Glen Eagle Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.