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Jim Saulnier & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jim Saulnier & Associates’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
-18,349
Closed -$503K – 145
2025
Q4 		$503K Buy
+18,349
New +$499K 0.26% 81

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Bank of America
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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

Jim Saulnier & Associates's SCHD Position: Q1 2026 in Review

Jim Saulnier & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 18,349 shares — an estimated $503K sold.

Jim Saulnier & Associates first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $503K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Jim Saulnier & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Saulnier & Associates sold 18,349 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $503K.
  • Jim Saulnier & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's Schwab US Dividend Equity ETF position peaked at $503K in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.