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HC Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HC Advisors’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 		$5.81M Buy
189,456
+10,741
+6% +$326K 3.89% 7
2025
Q4 		$4.9M Buy
178,715
+258
+0.1% +$7.01K 3.39% 7
2025
Q3 		$4.87M Sell
178,457
-55,663
-24% -$1.52M 3.42% 7
2025
Q2 		$6.2M Sell
234,120
-3,942
-2% -$103K 4.38% 6
2025
Q1 		$6.66M Sell
238,062
-2,032
-0.8% -$56.6K 4.99% 5
2024
Q4 		$6.56M Buy
240,094
+5,497
+2% +$156K 5.26% 5
2024
Q3 		$6.61M Buy
234,597
+13,032
+6% +$355K 5.44% 5
2024
Q2 		$5.74M Sell
221,565
-7,650
-3% -$199K 5.3% 5
2024
Q1 		$6.16M Buy
229,215
+15,735
+7% +$407K 2.94% 6
2023
Q4 		$5.42M Buy
213,480
+618
+0.3% +$14.7K 3.03% 6
2023
Q3 		$5.02M Buy
212,862
+2,799
+1% +$68.7K 2.98% 7
2023
Q2 		$5.08M Buy
210,063
+6,324
+3% +$151K 2.95% 7
2023
Q1 		$4.97M Sell
203,739
-9,726
-5% -$243K 3.07% 7
2022
Q4 		$5.38M Sell
213,465
-945
-0.4% -$23.3K 3.67% 6
2022
Q3 		$4.75M Buy
214,410
+24,744
+13% +$601K 3.27% 7
2022
Q2 		$4.53M Sell
189,666
-5,766
-3% -$147K 3.23% 7
2022
Q1 		$5.14M Sell
195,432
-501
-0.3% -$13.1K 3.26% 8
2021
Q4 		$5.28M Buy
195,933
+4,461
+2% +$116K 3.24% 8
2021
Q3 		$4.74M Buy
191,472
+5,955
+3% +$151K 3.11% 9
2021
Q2 		$4.68M Sell
185,517
-6,246
-3% -$158K 2.88% 10
2021
Q1 		$4.66M Buy
191,763
+44,391
+30% +$1.01M 3.01% 10
2020
Q4 		$3.15M Buy
147,372
+11,295
+8% +$229K 2.15% 10
2020
Q3 		$2.51M Sell
136,077
-3,621
-3% -$66.6K 2.02% 12
2020
Q2 		$2.41M Buy
139,698
+125,961
+917% +$2.13M 2% 12
2020
Q1 		$206K Buy
+13,737
New +$247K 0.9% 28

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

HC Advisors's SCHD Position: Q1 2026 in Review

HC Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6% in Q1 2026, buying an estimated $326K and bringing the position to 189,456 shares worth $5.81M. The position accounts for 3.89% of the portfolio, ranked #7.

HC Advisors first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.66M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • HC Advisors held 189,456 shares of Schwab US Dividend Equity ETF worth $5.81M as of Q1 2026.
  • HC Advisors bought 10,741 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $326K.
  • Schwab US Dividend Equity ETF made up 3.89% of HC Advisors's portfolio in Q1 2026, its #7 holding.
  • HC Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • HC Advisors's Schwab US Dividend Equity ETF position peaked at $6.66M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.