Kane Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kane Investment Management’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	$441K	Buy	14,382 +1,372	+11%	+$41.6K	0.23%	71
2025 Q4	$357K	Sell	13,010 -720	-5%	-$19.6K	0.17%	82
2025 Q3	$375K	Hold	13,730	–	–	0.18%	80
2025 Q2	$364K	Sell	13,730 -7,971	-37%	-$208K	0.19%	77
2025 Q1	$607K	Sell	21,701 -1,668	-7%	-$46.5K	0.29%	70
2024 Q4	$638K	Buy	+23,369	New	+$664K	0.36%	65

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

Kane Investment Management's SCHD Position: Q1 2026 in Review

Kane Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $41.6K and bringing the position to 14,382 shares worth $441K. The position accounts for 0.23% of the portfolio, ranked #71.

Kane Investment Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $638K in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Kane Investment Management held 14,382 shares of Schwab US Dividend Equity ETF worth $441K as of Q1 2026.
Kane Investment Management bought 1,372 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $41.6K.
Schwab US Dividend Equity ETF made up 0.23% of Kane Investment Management's portfolio in Q1 2026, its #71 holding.
Kane Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Kane Investment Management's Schwab US Dividend Equity ETF position peaked at $638K in Q4 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.