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

Inlight 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 		– Sell
-44
Closed -$1.21K – 184
2025
Q4 		$1.21K Buy
44
+39
+780% +$1.06K ﹤0.01% 217
2025
Q3 		$137 Hold
5
– – ﹤0.01% 242
2025
Q2 		$133 Sell
5
-24
-83% -$627 ﹤0.01% 246
2025
Q1 		$811 Buy
+29
New +$808 ﹤0.01% 258

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Inlight Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 44 shares — an estimated $1.21K sold.

Inlight Wealth Management first reported a position in SCHD in Q1 2025 and held it in 4 quarters. The position peaked at $1.21K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Inlight Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 44 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.21K.
  • Inlight Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.21K in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.