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Keebeck Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keebeck Wealth 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 		$213K Buy
+6,946
New +$211K 0.02% 396
2025
Q4 		– Sell
-7,564
Closed -$206K – 382
2025
Q3 		$206K Sell
7,564
-480
-6% -$13.1K 0.02% 349
2025
Q2 		$213K Buy
+8,044
New +$210K 0.03% 322

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

Keebeck Wealth Management's SCHD Position: Q1 2026 in Review

Keebeck Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 6,946 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in SCHD as recently as Q3 2025.

Keebeck Wealth Management first reported a position in SCHD in Q2 2025 and has held it in 3 quarters since. The position peaked at $213K in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Keebeck Wealth Management held 6,946 shares of Schwab US Dividend Equity ETF worth $213K as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new Keebeck Wealth Management position in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q1 2026, its #396 holding.
  • Keebeck Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Keebeck Wealth Management's Schwab US Dividend Equity ETF position peaked at $213K in Q2 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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