Insight Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Insight Wealth Partners’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	$1.14M	Sell	37,217 -606	-2%	-$18.4K	0.16%	48
2025 Q4	$1.04M	Buy	37,823 +536	+1%	+$14.6K	0.14%	48
2025 Q3	$1.02M	Buy	37,287 +1,403	+4%	+$38.3K	0.31%	45
2025 Q2	$951K	Buy	35,884 +5,406	+18%	+$141K	0.37%	44
2025 Q1	$852K	Sell	30,478 -2,014	-6%	-$56.1K	0.14%	48
2024 Q4	$888K	Sell	32,492 -4,915	-13%	-$140K	0.12%	44
2024 Q3	$1.05M	Buy	37,407 +4,872	+15%	+$133K	0.21%	41
2024 Q2	$843K	Buy	32,535 +4,113	+14%	+$107K	0.15%	38
2024 Q1	$764K	Buy	28,422 +9,276	+48%	+$240K	0.13%	42
2023 Q4	$486K	Buy	19,146 +4,806	+34%	+$115K	0.08%	54
2023 Q3	$338K	Hold	14,340	–	–	0.07%	56
2023 Q2	$347K	Hold	14,340	–	–	0.08%	57
2023 Q1	$350K	Hold	14,340	–	–	0.08%	46
2022 Q4	$361K	Hold	14,340	–	–	0.27%	39
2022 Q3	$318K	Hold	14,340	–	–	0.3%	44
2022 Q2	$342K	Hold	14,340	–	–	0.26%	43
2022 Q1	$377K	Hold	14,340	–	–	0.21%	47
2021 Q4	$386K	Hold	14,340	–	–	0.07%	57
2021 Q3	$355K	Hold	14,340	–	–	0.19%	45
2021 Q2	$361K	Sell	14,340 -390	-3%	-$9.85K	0.19%	43
2021 Q1	$358K	Buy	+14,730	New	+$335K	0.18%	41

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

Insight Wealth Partners's SCHD Position: Q1 2026 in Review

Insight Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q1 2026, selling an estimated $18.4K and leaving 37,217 shares worth $1.14M. The position accounts for 0.16% of the portfolio, ranked #48.

Insight Wealth Partners first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Insight Wealth Partners held 37,217 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q1 2026.
Insight Wealth Partners sold 606 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $18.4K.
Schwab US Dividend Equity ETF made up 0.16% of Insight Wealth Partners's portfolio in Q1 2026, its #48 holding.
Insight Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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