Insigneo Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Insigneo Advisory 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	$4.33M	Sell	141,131 -8,573	-6%	-$260K	0.31%	52
2025 Q4	$4.11M	Sell	149,704 -28,145	-16%	-$765K	0.29%	52
2025 Q3	$4.86M	Buy	177,849 +4,430	+3%	+$121K	0.34%	41
2025 Q2	$4.6M	Sell	173,419 -1,695	-1%	-$44.3K	0.39%	41
2025 Q1	$4.9M	Buy	175,114 +20,108	+13%	+$561K	0.51%	29
2024 Q4	$4.23M	Buy	155,006 +34,454	+29%	+$979K	0.44%	35
2024 Q3	$3.4M	Buy	120,552 +10,959	+10%	+$299K	0.34%	52
2024 Q2	$2.89M	Buy	109,593 +23,727	+28%	+$618K	0.32%	57
2024 Q1	$2.31M	Buy	85,866 +27,522	+47%	+$711K	0.27%	71
2023 Q4	$1.48M	Buy	58,344 +450	+0.8%	+$10.7K	0.21%	99
2023 Q3	$1.37M	Sell	57,894 -207	-0.4%	-$5.08K	0.28%	76
2023 Q2	$1.41M	Buy	58,101 +10,659	+22%	+$255K	0.27%	76
2023 Q1	$1.16M	Buy	47,442 +13,284	+39%	+$332K	0.37%	56
2022 Q4	$860K	Buy	+34,158	New	+$843K	0.33%	62

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

Insigneo Advisory Services's SCHD Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.7% in Q1 2026, selling an estimated $260K and leaving 141,131 shares worth $4.33M. The position accounts for 0.31% of the portfolio, ranked #52.

Insigneo Advisory Services first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.9M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Insigneo Advisory Services held 141,131 shares of Schwab US Dividend Equity ETF worth $4.33M as of Q1 2026.
Insigneo Advisory Services sold 8,573 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $260K.
Schwab US Dividend Equity ETF made up 0.31% of Insigneo Advisory Services's portfolio in Q1 2026, its #52 holding.
Insigneo Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Schwab US Dividend Equity ETF position peaked at $4.9M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.