Horizon Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horizon Financial Services’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	-989	Closed	-$27.1K	–	383
2025 Q4	$27.1K	Buy	+989	New	+$26.9K	0.01%	120
2024 Q4	–	Sell	-15	Closed	-$462	–	268
2024 Q3	$462	Hold	15	–	–	﹤0.01%	251
2024 Q2	$416	Buy	+15	New	+$390	﹤0.01%	246
2021 Q2	–	Sell	-93	Closed	-$2K	–	159
2021 Q1	$2K	Buy	+93	New	+$2.12K	﹤0.01%	103

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 $424B AUM 22.94% 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

Horizon Financial Services's SCHD Position: Q1 2026 in Review

Horizon Financial Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 989 shares — an estimated $27.1K sold.

Horizon Financial Services first reported a position in SCHD in Q1 2021 and held it in 4 quarters. The position peaked at $27.1K in Q4 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Horizon Financial Services reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Horizon Financial Services sold 989 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $27.1K.
Horizon Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 4 quarters.
Horizon Financial Services's Schwab US Dividend Equity ETF position peaked at $27.1K in Q4 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Horizon Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.