Grantvest Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grantvest Financial Group’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	$1.29M	Sell	42,181 -2,643	-6%	-$80.2K	0.84%	23
2025 Q4	$1.23M	Sell	44,824 -7,473	-14%	-$203K	0.79%	27
2025 Q3	$1.43M	Sell	52,297 -2,705	-5%	-$73.8K	0.99%	20
2025 Q2	$1.46M	Sell	55,002 -3,724	-6%	-$97.3K	1.08%	17
2025 Q1	$1.64M	Sell	58,726 -6,163	-9%	-$172K	1.33%	13
2024 Q4	$1.77M	Buy	+64,889	New	+$1.84M	1.98%	9

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

Grantvest Financial Group's SCHD Position: Q1 2026 in Review

Grantvest Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.9% in Q1 2026, selling an estimated $80.2K and leaving 42,181 shares worth $1.29M. The position accounts for 0.84% of the portfolio, ranked #23.

Grantvest Financial Group first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q4 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Grantvest Financial Group held 42,181 shares of Schwab US Dividend Equity ETF worth $1.29M as of Q1 2026.
Grantvest Financial Group sold 2,643 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $80.2K.
Schwab US Dividend Equity ETF made up 0.84% of Grantvest Financial Group's portfolio in Q1 2026, its #23 holding.
Grantvest Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's Schwab US Dividend Equity ETF position peaked at $1.77M in Q4 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.