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Grandview Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grandview Asset 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 		$422K Buy
11,433
+656
+6% +$19.9K 0.12% 93
2025
Q4 		$296K Sell
10,777
-1,020
-9% -$27.7K 0.08% 121
2025
Q3 		$322K Buy
11,797
+208
+2% +$5.67K 0.09% 112
2025
Q2 		$307K Sell
11,589
-559
-5% -$14.6K 0.1% 107
2025
Q1 		$340K Sell
12,148
-469
-4% -$13.1K 0.13% 94
2024
Q4 		$345K Buy
+12,617
New +$359K 0.13% 89
2024
Q2 		– Sell
-13,926
Closed -$374K – 94
2024
Q1 		$374K Sell
13,926
-420
-3% -$10.8K 0.17% 80
2023
Q4 		$364K Buy
14,346
+156
+1% +$3.72K 0.19% 77
2023
Q3 		$335K Buy
+14,190
New +$348K 0.19% 80
2023
Q2 		– Sell
-14,448
Closed -$352K – 101
2023
Q1 		$352K Sell
14,448
-1,185
-8% -$29.6K 0.21% 83
2022
Q4 		$394K Sell
15,633
-1,041
-6% -$25.7K 0.25% 80
2022
Q3 		$369K Buy
16,674
+123
+0.7% +$2.99K 0.23% 77
2022
Q2 		$395K Sell
16,551
-1,671
-9% -$42.5K 0.22% 83
2022
Q1 		$479K Sell
18,222
-2,313
-11% -$60.6K 0.2% 84
2021
Q4 		$553K Buy
+20,535
New +$533K 0.22% 83
2021
Q3 		– Sell
-19,209
Closed -$484K – 105
2021
Q2 		$484K Sell
19,209
-633
-3% -$16K 0.27% 74
2021
Q1 		$482K Buy
19,842
+2,709
+16% +$61.6K 0.26% 83
2020
Q4 		$366K Buy
17,133
+219
+1% +$4.44K 0.24% 88
2020
Q3 		$312K Buy
+16,914
New +$311K 0.25% 80

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

Grandview Asset Management's SCHD Position: Q1 2026 in Review

Grandview Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q1 2026, buying an estimated $19.9K and bringing the position to 11,433 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #93.

Grandview Asset Management first reported a position in SCHD in Q3 2020 and has held it in 19 quarters since. The position peaked at $553K in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Grandview Asset Management held 11,433 shares of Schwab US Dividend Equity ETF worth $422K as of Q1 2026.
  • Grandview Asset Management bought 656 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $19.9K.
  • Schwab US Dividend Equity ETF made up 0.12% of Grandview Asset Management's portfolio in Q1 2026, its #93 holding.
  • Grandview Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 19 quarters since.
  • Grandview Asset Management's Schwab US Dividend Equity ETF position peaked at $553K in Q4 2021.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.