Guild Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guild Investment 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	-174,170	Closed	-$4.78M	–	55
2025 Q4	$4.78M	Buy	174,170 +14,505	+9%	+$394K	3.54%	11
2025 Q3	$4.36M	Buy	159,665 +16,555	+12%	+$452K	3.46%	11
2025 Q2	$3.79M	Buy	143,110 +44,855	+46%	+$1.17M	3.29%	10
2025 Q1	$2.75M	Buy	98,255 +17,425	+22%	+$486K	2.89%	9
2024 Q4	$2.21M	Buy	+80,830	New	+$2.3M	2.4%	17
2024 Q3	–	Sell	-17,640	Closed	-$462K	–	55
2024 Q2	$462K	Buy	17,640 +3,300	+23%	+$85.9K	0.53%	36
2024 Q1	$385K	Buy	+14,340	New	+$370K	0.49%	36

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

Guild Investment Management's SCHD Position: Q1 2026 in Review

Guild Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 174,170 shares — an estimated $4.78M sold.

Guild Investment Management first reported a position in SCHD in Q1 2024 and held it in 7 quarters. The position peaked at $4.78M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Guild Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Guild Investment Management sold 174,170 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.78M.
Guild Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 7 quarters.
Guild Investment Management's Schwab US Dividend Equity ETF position peaked at $4.78M in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.