Leo Wealth LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Leo Wealth LLC’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	$24.1M	Sell	786,706 -16,057	-2%	-$487K	1.75%	13
2025 Q4	$22M	Buy	802,763 +772,780	+2,577%	+$21M	1.6%	15
2025 Q3	$819K	Sell	29,983 -799,112	-96%	-$21.8M	0.11%	140
2025 Q2	$22M	Buy	829,095 +799,379	+2,690%	+$20.9M	1.71%	14
2025 Q1	$831K	Sell	29,716 -764,956	-96%	-$21.3M	0.12%	142
2024 Q4	$21.7M	Buy	794,672 +95,180	+14%	+$2.71M	1.95%	10
2024 Q3	$19.7M	Buy	699,492 +102,039	+17%	+$2.78M	1.8%	12
2024 Q2	$15.4M	Buy	597,453 +120,954	+25%	+$3.15M	1.57%	15
2024 Q1	$12.7M	Buy	476,499 +33,108	+7%	+$855K	1.3%	16
2023 Q4	$11.6M	Buy	+443,391	New	+$10.6M	1.21%	15

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

Leo Wealth LLC's SCHD Position: Q1 2026 in Review

Leo Wealth LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q1 2026, selling an estimated $487K and leaving 786,706 shares worth $24.1M. The position accounts for 1.75% of the portfolio, ranked #13.

Leo Wealth LLC first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Leo Wealth LLC held 786,706 shares of Schwab US Dividend Equity ETF worth $24.1M as of Q1 2026.
Leo Wealth LLC sold 16,057 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $487K.
Schwab US Dividend Equity ETF made up 1.75% of Leo Wealth LLC's portfolio in Q1 2026, its #13 holding.
Leo Wealth LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.