Leo H. Evart Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Leo H. Evart Inc’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	$2.91M	Buy	+94,939	New	+$2.88M	2.49%	11
2023 Q3	$8.38M	Sell	355,149 -37,878	-10%	-$929K	12.85%	1
2023 Q2	$9.51M	Sell	393,027 -5,586	-1%	-$133K	13.2%	1
2023 Q1	$9.72M	Sell	398,613 -32,112	-7%	-$803K	14.19%	1
2022 Q4	$10.8M	Sell	430,725 -10,089	-2%	-$249K	16.4%	1
2022 Q3	$9.76M	Sell	440,814 -1,128	-0.3%	-$27.4K	14.87%	1
2022 Q2	$10.6M	Sell	441,942 -57	-0%	-$1.45K	12.83%	2
2022 Q1	$11.6M	Buy	441,999 +10,539	+2%	+$276K	12.02%	3
2021 Q4	$11.6M	Buy	+431,460	New	+$11.2M	11.32%	2

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

Leo H. Evart Inc's SCHD Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 94,939 shares worth $2.91M. The stake represents 2.49% of the portfolio and ranks #11 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in SCHD as recently as Q3 2023.

Leo H. Evart Inc first reported a position in SCHD in Q4 2021 and has held it in 9 quarters since. The position peaked at $11.6M in Q4 2021. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Leo H. Evart Inc held 94,939 shares of Schwab US Dividend Equity ETF worth $2.91M as of Q1 2026.
Schwab US Dividend Equity ETF was a new Leo H. Evart Inc position in Q1 2026.
Schwab US Dividend Equity ETF made up 2.49% of Leo H. Evart Inc's portfolio in Q1 2026, its #11 holding.
Leo H. Evart Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Schwab US Dividend Equity ETF position peaked at $11.6M in Q4 2021.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.