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

Heirloom 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	$343K	Hold	11,181	–	–	0.06%	77
2025 Q4	$307K	Hold	11,181	–	–	0.07%	38
2025 Q3	$305K	Sell	11,181 -19	-0.2%	-$518	0.07%	37
2025 Q2	$297K	Sell	11,200 -1,860	-14%	-$48.6K	0.08%	37
2025 Q1	$365K	Buy	13,060 +16	+0.1%	+$446	0.1%	34
2024 Q4	$356K	Sell	13,044 -2,052	-14%	-$58.3K	0.11%	38
2024 Q3	$425K	Buy	15,096 +81	+0.5%	+$2.21K	0.13%	32
2024 Q2	$389K	Hold	15,015	–	–	0.13%	35
2024 Q1	$404K	Sell	15,015 -7,281	-33%	-$188K	0.14%	39
2023 Q4	$566K	Sell	22,296 -2,232	-9%	-$53.2K	0.22%	34
2023 Q3	$579K	Sell	24,528 -14,583	-37%	-$358K	0.26%	32
2023 Q2	$947K	Sell	39,111 -16,461	-30%	-$393K	0.41%	28
2023 Q1	$1.36M	Sell	55,572 -150,684	-73%	-$3.77M	0.65%	24
2022 Q4	$5.19M	Buy	+206,256	New	+$5.09M	3.23%	13

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

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

Heirloom Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 11,181 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #77.

Heirloom Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.19M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Heirloom Wealth Management held 11,181 shares of Schwab US Dividend Equity ETF worth $343K as of Q1 2026.
Heirloom Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.06% of Heirloom Wealth Management's portfolio in Q1 2026, its #77 holding.
Heirloom Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Heirloom Wealth Management's Schwab US Dividend Equity ETF position peaked at $5.19M in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.