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KCM Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KCM Investment Advisors’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 		$5.02M Sell
163,731
-6,148
-4% -$187K 0.17% 92
2025
Q4 		$4.66M Sell
169,879
-17,327
-9% -$471K 0.15% 101
2025
Q3 		$5.11M Sell
187,206
-2,617
-1% -$71.4K 0.16% 94
2025
Q2 		$5.03M Sell
189,823
-4,673
-2% -$122K 0.17% 91
2025
Q1 		$5.44M Sell
194,496
-6,438
-3% -$179K 0.2% 87
2024
Q4 		$5.49M Sell
200,934
-6,696
-3% -$190K 0.19% 92
2024
Q3 		$5.85M Buy
207,630
+1,347
+0.7% +$36.7K 0.2% 93
2024
Q2 		$5.35M Buy
206,283
+11,922
+6% +$310K 0.19% 91
2024
Q1 		$5.22M Sell
194,361
-4,269
-2% -$110K 0.19% 93
2023
Q4 		$5.04M Sell
198,630
-87,060
-30% -$2.07M 0.2% 95
2023
Q3 		$6.74M Sell
285,690
-1,389
-0.5% -$34.1K 0.29% 75
2023
Q2 		$6.95M Sell
287,079
-13,002
-4% -$311K 0.28% 79
2023
Q1 		$7.32M Buy
300,081
+10,737
+4% +$268K 0.3% 80
2022
Q4 		$7.29M Buy
289,344
+15,492
+6% +$382K 0.31% 78
2022
Q3 		$6.06M Buy
273,852
+24,210
+10% +$588K 0.28% 82
2022
Q2 		$5.96M Buy
249,642
+14,010
+6% +$356K 0.26% 89
2022
Q1 		$6.2M Buy
235,632
+59,733
+34% +$1.56M 0.23% 95
2021
Q4 		$4.74M Sell
175,899
-4,473
-2% -$116K 0.16% 107
2021
Q3 		$4.46M Buy
180,372
+543
+0.3% +$13.8K 0.18% 104
2021
Q2 		$4.53M Buy
179,829
+19,320
+12% +$488K 0.18% 103
2021
Q1 		$3.9M Sell
160,509
-6,846
-4% -$156K 0.17% 106
2020
Q4 		$3.58M Sell
167,355
-15,039
-8% -$305K 0.17% 104
2020
Q3 		$3.36M Sell
182,394
-71,328
-28% -$1.31M 0.19% 98
2020
Q2 		$4.38M Sell
253,722
-30,441
-11% -$514K 0.25% 80
2020
Q1 		$4.26M Sell
284,163
-269,784
-49% -$4.84M 0.29% 79
2019
Q4 		$10.7M Buy
553,947
+2,751
+0.5% +$51.5K 0.58% 51
2019
Q3 		$10.1M Buy
551,196
+2,475
+0.5% +$44.3K 0.58% 49
2019
Q2 		$9.71M Sell
548,721
-2,067
-0.4% -$36.4K 0.58% 51
2019
Q1 		$9.6M Buy
550,788
+252,321
+85% +$4.24M 0.62% 49
2018
Q4 		$4.67M Sell
298,467
-6,369
-2% -$106K 0.31% 81
2018
Q3 		$5.38M Sell
304,836
-7,020
-2% -$121K 0.31% 80
2018
Q2 		$5.12M Sell
311,856
-192,687
-38% -$3.17M 0.32% 82
2018
Q1 		$8.25M Sell
504,543
-30,276
-6% -$516K 0.5% 52
2017
Q4 		$9.12M Buy
534,819
+16,872
+3% +$277K 0.53% 51
2017
Q3 		$8.08M Buy
517,947
+10,161
+2% +$155K 0.49% 56
2017
Q2 		$7.63M Buy
507,786
+3,219
+0.6% +$48.3K 0.48% 59
2017
Q1 		$7.5M Buy
504,567
+10,905
+2% +$161K 0.48% 60
2016
Q4 		$7.17M Buy
493,662
+101,418
+26% +$1.44M 0.48% 57
2016
Q3 		$5.53M Buy
392,244
+2,907
+0.7% +$41K 0.38% 74
2016
Q2 		$5.38M Buy
389,337
+7,944
+2% +$107K 0.38% 78
2016
Q1 		$5.1M Buy
381,393
+12,396
+3% +$157K 0.38% 78
2015
Q4 		$4.74M Buy
368,997
+291,279
+375% +$3.75M 0.37% 80
2015
Q3 		$931K Sell
77,718
-4,320
-5% -$54K 0.08% 242
2015
Q2 		$1.05M Buy
82,038
+5,940
+8% +$78.6K 0.08% 237
2015
Q1 		$1M Buy
76,098
+387
+0.5% +$5.14K 0.08% 247
2014
Q4 		$1.01M Buy
75,711
+17,010
+29% +$223K 0.08% 245
2014
Q3 		$755K Sell
58,701
-2,286
-4% -$29.4K 0.07% 259
2014
Q2 		$778K Buy
60,987
+29,202
+92% +$366K 0.07% 255
2014
Q1 		$390K Buy
+31,785
New +$381K 0.04% 329

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

KCM Investment Advisors's SCHD Position: Q1 2026 in Review

KCM Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q1 2026, selling an estimated $187K and leaving 163,731 shares worth $5.02M. The position accounts for 0.17% of the portfolio, ranked #92.

KCM Investment Advisors first reported a position in SCHD in Q1 2014 and has held it in 49 quarters since. The position peaked at $10.7M in Q4 2019. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • KCM Investment Advisors held 163,731 shares of Schwab US Dividend Equity ETF worth $5.02M as of Q1 2026.
  • KCM Investment Advisors sold 6,148 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $187K.
  • Schwab US Dividend Equity ETF made up 0.17% of KCM Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • KCM Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2014 and has held it in 49 quarters since.
  • KCM Investment Advisors's Schwab US Dividend Equity ETF position peaked at $10.7M in Q4 2019.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.