Graney & King’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Graney & King’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	$959K	Sell	31,255 -12,114	-28%	-$367K	0.52%	27
2025 Q4	$1.19M	Sell	43,369 -8,482	-16%	-$231K	0.7%	22
2025 Q3	$1.42M	Sell	51,851 -14,092	-21%	-$384K	0.98%	18
2025 Q2	$1.75M	Buy	65,943 +477	+0.7%	+$12.5K	1.17%	16
2025 Q1	$1.83M	Sell	65,466 -1,898	-3%	-$52.9K	1.36%	16
2024 Q4	$1.84M	Buy	+67,364	New	+$1.92M	1.39%	16

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

Graney & King's SCHD Position: Q1 2026 in Review

Graney & King reduced its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q1 2026, selling an estimated $367K and leaving 31,255 shares worth $959K. The position accounts for 0.52% of the portfolio, ranked #27.

Graney & King first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Graney & King held 31,255 shares of Schwab US Dividend Equity ETF worth $959K as of Q1 2026.
Graney & King sold 12,114 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $367K.
Schwab US Dividend Equity ETF made up 0.52% of Graney & King's portfolio in Q1 2026, its #27 holding.
Graney & King first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Graney & King's Schwab US Dividend Equity ETF position peaked at $1.84M in Q4 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.