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Klingman & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Klingman & Associates’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 		$278K Buy
9,074
+72
+0.8% +$2.18K 0.01% 273
2025
Q4 		$247K Sell
9,002
-612
-6% -$16.6K 0.01% 286
2025
Q3 		$262K Sell
9,614
-2,436
-20% -$66.5K 0.01% 279
2025
Q2 		$319K Sell
12,050
-178
-1% -$4.65K 0.02% 235
2025
Q1 		$342K Buy
12,228
+2,844
+30% +$79.3K 0.02% 204
2024
Q4 		$256K Sell
9,384
-78
-0.8% -$2.22K 0.02% 223
2024
Q3 		$267K Hold
9,462
– – 0.02% 227
2024
Q2 		$245K Hold
9,462
– – 0.02% 218
2024
Q1 		$254K Hold
9,462
– – 0.02% 207
2023
Q4 		$240K Hold
9,462
– – 0.02% 209
2023
Q3 		$223K Hold
9,462
– – 0.02% 207
2023
Q2 		$229K Buy
9,462
+87
+0.9% +$2.08K 0.02% 198
2023
Q1 		$229K Buy
9,375
+156
+2% +$3.9K 0.02% 182
2022
Q4 		$232K Buy
+9,219
New +$228K 0.02% 181
2022
Q2 		– Sell
-8,292
Closed -$218K – 206
2022
Q1 		$218K Hold
8,292
– – 0.02% 191
2021
Q4 		$223K Sell
8,292
-6
-0.1% -$156 0.02% 170
2021
Q3 		$205K Hold
8,298
– – 0.02% 170
2021
Q2 		$209K Buy
+8,298
New +$210K 0.02% 157

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

Klingman & Associates's SCHD Position: Q1 2026 in Review

Klingman & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.8% in Q1 2026, buying an estimated $2.18K and bringing the position to 9,074 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #273.

Klingman & Associates first reported a position in SCHD in Q2 2021 and has held it in 18 quarters since. The position peaked at $342K in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Klingman & Associates held 9,074 shares of Schwab US Dividend Equity ETF worth $278K as of Q1 2026.
  • Klingman & Associates bought 72 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.18K.
  • Schwab US Dividend Equity ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #273 holding.
  • Klingman & Associates first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 18 quarters since.
  • Klingman & Associates's Schwab US Dividend Equity ETF position peaked at $342K in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.