Liberty One Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Liberty One Investment Management’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	-45,300	Closed	-$1.24M	–	162
2025 Q4	$1.24M	Sell	45,300 -29,874	-40%	-$812K	0.16%	85
2025 Q3	$2.05M	Sell	75,174 -1,999	-3%	-$54.5K	0.12%	79
2025 Q2	$2.05M	Buy	77,173 +1,494	+2%	+$39K	0.21%	76
2025 Q1	$2.12M	Sell	75,679 -1,062	-1%	-$29.6K	0.21%	75
2024 Q4	$2.1M	Sell	76,741 -4,418	-5%	-$126K	0.23%	76
2024 Q3	$2.29M	Sell	81,159 -3,696	-4%	-$101K	0.23%	76
2024 Q2	$2.2M	Sell	84,855 -5,793	-6%	-$151K	0.25%	76
2024 Q1	$2.44M	Sell	90,648 -8,880	-9%	-$229K	0.28%	72
2023 Q4	$2.53M	Buy	+99,528	New	+$2.37M	0.31%	64

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 $424B AUM 22.94% 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

Liberty One Investment Management's SCHD Position: Q1 2026 in Review

Liberty One Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 45,300 shares — an estimated $1.24M sold.

Liberty One Investment Management first reported a position in SCHD in Q4 2023 and held it in 9 quarters. The position peaked at $2.53M in Q4 2023. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Liberty One Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Liberty One Investment Management sold 45,300 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.24M.
Liberty One Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 9 quarters.
Liberty One Investment Management's Schwab US Dividend Equity ETF position peaked at $2.53M in Q4 2023.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.