Lake Street Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lake Street Private Wealth’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	–	Sell	-12,686	Closed	-$348K	–	296
2025 Q4	$348K	Buy	12,686 +1,067	+9%	+$29K	0.04%	206
2025 Q3	$317K	Buy	11,619 +2,167	+23%	+$59.1K	0.04%	210
2025 Q2	$250K	Buy	+9,452	New	+$247K	0.04%	228

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lake Street Private Wealth's SCHD Position: Q1 2026 in Review

Lake Street Private Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 12,686 shares — an estimated $348K sold.

Lake Street Private Wealth first reported a position in SCHD in Q2 2025 and held it in 3 quarters. The position peaked at $348K in Q4 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Lake Street Private Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 12,686 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $348K.
Lake Street Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 3 quarters.
Lake Street Private Wealth's Schwab US Dividend Equity ETF position peaked at $348K in Q4 2025.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.