Granite Bay Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Granite Bay 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	–	Sell	-8,043	Closed	-$221K	–	104
2025 Q4	$221K	Buy	8,043 +8	+0.1%	+$218	0.05%	83
2025 Q3	$219K	Sell	8,035 -5,448	-40%	-$149K	0.06%	75
2025 Q2	$357K	Sell	13,483 -7,268	-35%	-$190K	0.11%	50
2025 Q1	$580K	Sell	20,751 -4,639	-18%	-$129K	0.2%	40
2024 Q4	$694K	Buy	+25,390	New	+$722K	0.26%	38
2024 Q3	–	Sell	-35,919	Closed	-$931K	–	67
2024 Q2	$931K	Sell	35,919 -10,023	-22%	-$261K	0.5%	30
2024 Q1	$1.24M	Sell	45,942 -3,005,070	-98%	-$77.6M	0.7%	32
2023 Q4	$72.6M	Buy	3,051,012 +17,967	+0.6%	+$428K	0.65%	27
2023 Q3	$74.4M	Buy	+3,033,045	New	+$74.4M	0.73%	28
2023 Q2	–	Sell	-43,398	Closed	-$1.06M	–	69
2023 Q1	$1.06M	Buy	43,398 +486	+1%	+$12.2K	0.74%	22
2022 Q4	$1.08M	Buy	42,912 +1,197	+3%	+$29.5K	0.71%	20
2022 Q3	$924K	Buy	41,715 +3,084	+8%	+$74.9K	0.74%	19
2022 Q2	$922K	Buy	38,631 +2,781	+8%	+$70.7K	0.72%	19
2022 Q1	$943K	Buy	35,850 +210	+0.6%	+$5.5K	0.76%	22
2021 Q4	$960K	Buy	+35,640	New	+$926K	0.95%	20

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

Granite Bay Wealth Management's SCHD Position: Q1 2026 in Review

Granite Bay Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 8,043 shares — an estimated $221K sold.

Granite Bay Wealth Management first reported a position in SCHD in Q4 2021 and held it in 15 quarters. The position peaked at $74.4M in Q3 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Granite Bay Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Granite Bay Wealth Management sold 8,043 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $221K.
Granite Bay Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 15 quarters.
Granite Bay Wealth Management's Schwab US Dividend Equity ETF position peaked at $74.4M in Q3 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.