Headlands Technologies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Headlands Technologies’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	-17,184	Closed	-$471K	–	939
2025 Q4	$471K	Buy	+17,184	New	+$467K	0.04%	413
2025 Q1	–	Sell	-3,004	Closed	-$82.1K	–	1473
2024 Q4	$82.1K	Sell	3,004 -23,174	-89%	-$659K	0.01%	704
2024 Q3	$738K	Sell	26,178 -10,407	-28%	-$284K	0.08%	256
2024 Q2	$948K	Buy	36,585 +24,879	+213%	+$648K	0.1%	177
2024 Q1	$315K	Buy	11,706 +8,070	+222%	+$208K	0.08%	275
2023 Q4	$92.3K	Sell	3,636 -4,047	-53%	-$96.4K	0.03%	404
2023 Q3	$181K	Buy	7,683 +7,137	+1,307%	+$175K	0.09%	215
2023 Q2	$13.2K	Sell	546 -3,771	-87%	-$90.1K	﹤0.01%	602
2023 Q1	$105K	Sell	4,317 -12,510	-74%	-$313K	0.07%	179
2022 Q4	$424K	Buy	+16,827	New	+$415K	0.34%	89

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

Headlands Technologies's SCHD Position: Q1 2026 in Review

Headlands Technologies sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 17,184 shares — an estimated $471K sold.

Headlands Technologies first reported a position in SCHD in Q4 2022 and held it in 10 quarters. The position peaked at $948K in Q2 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Headlands Technologies reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Headlands Technologies sold 17,184 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $471K.
Headlands Technologies first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 10 quarters.
Headlands Technologies's Schwab US Dividend Equity ETF position peaked at $948K in Q2 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.