Jaffetilchin Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jaffetilchin Investment 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	$24.9M	Buy	810,346 +157,441	+24%	+$4.78M	1.48%	18
2025 Q4	$17.9M	Buy	652,905 +14,387	+2%	+$391K	1.05%	24
2025 Q3	$17.4M	Buy	638,518 +29,207	+5%	+$797K	1.04%	23
2025 Q2	$16.1M	Buy	609,311 +93,693	+18%	+$2.45M	1.06%	23
2025 Q1	$14.4M	Buy	515,618 +28,820	+6%	+$803K	1.05%	24
2024 Q4	$13.3M	Buy	486,798 +30,480	+7%	+$866K	0.96%	23
2024 Q3	$12.9M	Buy	456,318 +4,683	+1%	+$128K	0.97%	25
2024 Q2	$11.7M	Buy	451,635 +10,545	+2%	+$274K	1%	26
2024 Q1	$11.9M	Buy	441,090 +39,849	+10%	+$1.03M	1.06%	23
2023 Q4	$10.2M	Buy	401,241 +76,059	+23%	+$1.81M	0.99%	24
2023 Q3	$7.67M	Buy	325,182 +813	+0.3%	+$19.9K	0.85%	30
2023 Q2	$7.85M	Buy	324,369 +48,987	+18%	+$1.17M	0.83%	31
2023 Q1	$6.72M	Buy	275,382 +220,776	+404%	+$5.52M	0.76%	29
2022 Q4	$1.37M	Buy	54,606 +21,525	+65%	+$531K	0.17%	104
2022 Q3	$733K	Sell	33,081 -40,974	-55%	-$995K	0.09%	136
2022 Q2	$1.77M	Buy	74,055 +49,788	+205%	+$1.27M	0.21%	83
2022 Q1	$610K	Buy	24,267 +13,728	+130%	+$359K	0.07%	164
2021 Q4	$284K	Buy	10,539 +78	+0.7%	+$2.03K	0.03%	289
2021 Q3	$259K	Buy	+10,461	New	+$266K	0.03%	295

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jaffetilchin Investment Partners's SCHD Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 24% in Q1 2026, buying an estimated $4.78M and bringing the position to 810,346 shares worth $24.9M. The position accounts for 1.48% of the portfolio, ranked #18.

Jaffetilchin Investment Partners first reported a position in SCHD in Q3 2021 and has held it in 19 quarters since. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Jaffetilchin Investment Partners held 810,346 shares of Schwab US Dividend Equity ETF worth $24.9M as of Q1 2026.
Jaffetilchin Investment Partners bought 157,441 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.78M.
Schwab US Dividend Equity ETF made up 1.48% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #18 holding.
Jaffetilchin Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 19 quarters since.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.