Journey Strategic Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Journey Strategic Wealth’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	$949K	Sell	30,930 -2,818	-8%	-$85.5K	0.02%	192
2025 Q4	$926K	Sell	33,748 -9,754	-22%	-$265K	0.02%	195
2025 Q3	$1.19M	Sell	43,502 -67,015	-61%	-$1.83M	0.03%	142
2025 Q2	$2.93M	Sell	110,517 -1,802	-2%	-$47.1K	0.1%	66
2025 Q1	$3.14M	Buy	112,319 +5,746	+5%	+$160K	0.11%	57
2024 Q4	$2.91M	Buy	106,573 +6,784	+7%	+$193K	0.11%	54
2024 Q3	$2.81M	Buy	+99,789	New	+$2.72M	0.1%	52
2022 Q2	–	Sell	-11,100	Closed	-$292K	–	197
2022 Q1	$292K	Hold	11,100	–	–	0.03%	102
2021 Q4	$299K	Buy	+11,100	New	+$288K	0.03%	122

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

Journey Strategic Wealth's SCHD Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.4% in Q1 2026, selling an estimated $85.5K and leaving 30,930 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #192.

Journey Strategic Wealth first reported a position in SCHD in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.14M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Journey Strategic Wealth held 30,930 shares of Schwab US Dividend Equity ETF worth $949K as of Q1 2026.
Journey Strategic Wealth sold 2,818 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $85.5K.
Schwab US Dividend Equity ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #192 holding.
Journey Strategic Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 9 quarters since.
Journey Strategic Wealth's Schwab US Dividend Equity ETF position peaked at $3.14M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.