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

Heritage Wealth 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	$62.3K	Buy	2,030 +1,200	+145%	+$36.4K	﹤0.01%	300
2025 Q4	$22.8K	Hold	830	–	–	﹤0.01%	395
2025 Q3	$22.7K	Hold	830	–	–	﹤0.01%	368
2025 Q2	$22K	Buy	830 +200	+32%	+$5.22K	﹤0.01%	365
2025 Q1	$17.6K	Hold	630	–	–	﹤0.01%	381
2024 Q4	$17.2K	Hold	630	–	–	﹤0.01%	397
2024 Q3	$17.8K	Hold	630	–	–	﹤0.01%	408
2024 Q2	$16.3K	Sell	630 -11,946	-95%	-$311K	﹤0.01%	390
2024 Q1	$338K	Buy	12,576 +12,126	+2,695%	+$313K	0.02%	172
2023 Q4	$11.4K	Sell	450 -12,732	-97%	-$303K	﹤0.01%	446
2023 Q3	$311K	Hold	13,182	–	–	0.02%	164
2023 Q2	$319K	Buy	13,182 +450	+4%	+$10.8K	0.02%	170
2023 Q1	$311K	Hold	12,732	–	–	0.02%	170
2022 Q4	$321K	Hold	12,732	–	–	0.02%	163
2022 Q3	$282K	Hold	12,732	–	–	0.02%	166
2022 Q2	$304K	Hold	12,732	–	–	0.02%	155
2022 Q1	$335K	Hold	12,732	–	–	0.02%	151
2021 Q4	$343K	Hold	12,732	–	–	0.02%	156
2021 Q3	$315K	Hold	12,732	–	–	0.02%	162
2021 Q2	$321K	Hold	12,732	–	–	0.02%	165
2021 Q1	$309K	Hold	12,732	–	–	0.02%	173
2020 Q4	$272K	Hold	12,732	–	–	0.02%	171
2020 Q3	$235K	Hold	12,732	–	–	0.03%	139
2020 Q2	$220K	Hold	12,732	–	–	0.03%	137
2020 Q1	$191K	Hold	12,732	–	–	0.03%	131
2019 Q4	$246K	Hold	12,732	–	–	0.03%	148
2019 Q3	$232K	Sell	12,732 -2,505	-16%	-$44.8K	0.03%	143
2019 Q2	$270K	Buy	+15,237	New	+$268K	0.04%	125

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

Heritage Wealth Advisors's SCHD Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 145% in Q1 2026, buying an estimated $36.4K and bringing the position to 2,030 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Heritage Wealth Advisors first reported a position in SCHD in Q2 2019 and has held it in 28 quarters since. The position peaked at $343K in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Heritage Wealth Advisors held 2,030 shares of Schwab US Dividend Equity ETF worth $62.3K as of Q1 2026.
Heritage Wealth Advisors bought 1,200 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $36.4K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #300 holding.
Heritage Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 28 quarters since.
Heritage Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $343K in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.