Jupiter Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Jupiter Wealth Management's SCHD Position: Q1 2026 in Review
Jupiter Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 45,000 shares worth $1.43M. The position accounts for 0.56% of the portfolio, ranked #37.
Jupiter Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Jupiter Wealth Management held 45,000 shares of Schwab US Dividend Equity ETF worth $1.43M as of Q1 2026.
- Jupiter Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
- Schwab US Dividend Equity ETF made up 0.56% of Jupiter Wealth Management's portfolio in Q1 2026, its #37 holding.
- Jupiter Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 5 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.