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Greykasell Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Greykasell Wealth Strategies’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 		$10.3K Buy
336
+3
+0.9% +$91 ﹤0.01% 395
2025
Q4 		$9.15K Buy
333
+3
+0.9% +$82 ﹤0.01% 368
2025
Q3 		$9.01K Buy
+330
New +$9K ﹤0.01% 307

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Greykasell Wealth Strategies's SCHD Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.9% in Q1 2026, buying an estimated $91 and bringing the position to 336 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Greykasell Wealth Strategies first reported a position in SCHD in Q3 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Greykasell Wealth Strategies held 336 shares of Schwab US Dividend Equity ETF worth $10.3K as of Q1 2026.
  • Greykasell Wealth Strategies bought 3 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $91.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #395 holding.
  • Greykasell Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.