Laraway Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Laraway Financial 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	$339K	Buy	11,059 +11	+0.1%	+$334	0.24%	97
2025 Q4	$303K	Buy	11,048 +1,912	+21%	+$52K	0.2%	109
2025 Q3	$249K	Buy	9,136 +272	+3%	+$7.42K	0.17%	117
2025 Q2	$235K	Buy	8,864 +11	+0.1%	+$287	0.18%	111
2025 Q1	$248K	Buy	8,853 +9	+0.1%	+$251	0.2%	107
2024 Q4	$242K	Buy	8,844 +9	+0.1%	+$256	0.19%	106
2024 Q3	$249K	Buy	+8,835	New	+$241K	0.2%	104
2024 Q1	–	Sell	-9,288	Closed	-$236K	–	112
2023 Q4	$236K	Buy	9,288 +309	+3%	+$7.36K	0.22%	98
2023 Q3	$212K	Buy	+8,979	New	+$220K	0.22%	97
2022 Q3	–	Sell	-8,790	Closed	-$210K	–	105
2022 Q2	$210K	Buy	8,790 +900	+11%	+$22.9K	0.22%	102
2022 Q1	$207K	Buy	7,890 +450	+6%	+$11.8K	0.19%	105
2021 Q4	$200K	Buy	+7,440	New	+$193K	0.18%	102

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

Laraway Financial Advisors's SCHD Position: Q1 2026 in Review

Laraway Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.1% in Q1 2026, buying an estimated $334 and bringing the position to 11,059 shares worth $339K. The position accounts for 0.24% of the portfolio, ranked #97.

Laraway Financial Advisors first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Laraway Financial Advisors held 11,059 shares of Schwab US Dividend Equity ETF worth $339K as of Q1 2026.
Laraway Financial Advisors bought 11 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $334.
Schwab US Dividend Equity ETF made up 0.24% of Laraway Financial Advisors's portfolio in Q1 2026, its #97 holding.
Laraway Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 12 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.