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

Liberty Wealth 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	-14,119	Closed	-$387K	–	275
2025 Q4	$387K	Buy	+14,119	New	+$384K	0.05%	161
2024 Q3	–	Sell	-157,785	Closed	-$68K	–	253
2024 Q2	$68K	Buy	+157,785	New	+$4.11M	0.01%	210
2023 Q2	–	Sell	-21,105	Closed	-$503K	–	224
2023 Q1	$503K	Buy	+21,105	New	+$528K	0.1%	127
2022 Q1	–	Sell	-8,193	Closed	-$220K	–	176
2021 Q4	$220K	Buy	+8,193	New	+$213K	0.01%	152
2020 Q2	–	Sell	-2,352	Closed	-$35K	–	967
2020 Q1	$35K	Hold	2,352	–	–	0.03%	257
2019 Q4	$45K	Hold	2,352	–	–	0.04%	267
2019 Q3	$43K	Buy	+2,352	New	+$42.1K	0.04%	254

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

Liberty Wealth Management's SCHD Position: Q1 2026 in Review

Liberty Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 14,119 shares — an estimated $387K sold.

Liberty Wealth Management first reported a position in SCHD in Q3 2019 and held it in 7 quarters. The position peaked at $503K in Q1 2023. 2,058 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Liberty Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Liberty Wealth Management sold 14,119 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $387K.
Liberty Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 7 quarters.
Liberty Wealth Management's Schwab US Dividend Equity ETF position peaked at $503K in Q1 2023.
2,058 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.