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

HRT Financial’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	-278,597	Closed	-$7.64M	–	4625
2025 Q4	$7.64M	Buy	+278,597	New	+$7.58M	0.02%	566
2025 Q3	–	Sell	-74,664	Closed	-$1.98M	–	3563
2025 Q2	$1.98M	Buy	+74,664	New	+$1.95M	0.01%	932
2024 Q2	–	Sell	-83,448	Closed	-$2.24M	–	2993
2024 Q1	$2.24M	Buy	83,448 +70,605	+550%	+$1.82M	0.01%	526
2023 Q4	$325K	Buy	+12,843	New	+$306K	﹤0.01%	1589

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

HRT Financial's SCHD Position: Q1 2026 in Review

HRT Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 278,597 shares — an estimated $7.64M sold.

HRT Financial first reported a position in SCHD in Q4 2023 and held it in 4 quarters. The position peaked at $7.64M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

HRT Financial reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 278,597 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.64M.
HRT Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 4 quarters.
HRT Financial's Schwab US Dividend Equity ETF position peaked at $7.64M in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.