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

Greenhouse 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	$734K	Buy	23,925 +89	+0.4%	+$2.7K	0.45%	28
2025 Q4	$654K	Sell	23,836 -1,429	-6%	-$38.9K	0.39%	31
2025 Q3	$690K	Sell	25,265 -472	-2%	-$12.9K	0.41%	31
2025 Q2	$682K	Sell	25,737 -464	-2%	-$12.1K	0.44%	29
2025 Q1	$733K	Buy	26,201 +96	+0.4%	+$2.68K	0.55%	23
2024 Q4	$713K	Sell	26,105 -3,439	-12%	-$97.8K	0.47%	30
2024 Q3	$832K	Buy	29,544 +243	+0.8%	+$6.62K	0.56%	25
2024 Q2	$760K	Hold	29,301	–	–	0.55%	27
2024 Q1	$788K	Sell	29,301 -909	-3%	-$23.5K	0.59%	25
2023 Q4	$767K	Sell	30,210 -3,420	-10%	-$81.5K	0.62%	22
2023 Q3	$793K	Buy	33,630 +66	+0.2%	+$1.62K	0.71%	20
2023 Q2	$812K	Sell	33,564 -219	-0.6%	-$5.23K	0.72%	20
2023 Q1	$824K	Buy	33,783 +243	+0.7%	+$6.08K	0.78%	19
2022 Q4	$845K	Buy	+33,540	New	+$828K	0.85%	18

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

Greenhouse Wealth Management's SCHD Position: Q1 2026 in Review

Greenhouse Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.37% in Q1 2026, buying an estimated $2.7K and bringing the position to 23,925 shares worth $734K. The position accounts for 0.45% of the portfolio, ranked #28.

Greenhouse Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $845K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Greenhouse Wealth Management held 23,925 shares of Schwab US Dividend Equity ETF worth $734K as of Q1 2026.
Greenhouse Wealth Management bought 89 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.7K.
Schwab US Dividend Equity ETF made up 0.45% of Greenhouse Wealth Management's portfolio in Q1 2026, its #28 holding.
Greenhouse Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Greenhouse Wealth Management's Schwab US Dividend Equity ETF position peaked at $845K in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.