LOM Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
LOM Asset Management's SCHD Position: Q1 2026 in Review
LOM Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q1 2026, buying an estimated $36.7K and bringing the position to 9,680 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #143.
LOM Asset Management first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- LOM Asset Management held 9,680 shares of Schwab US Dividend Equity ETF worth $297K as of Q1 2026.
- LOM Asset Management bought 1,210 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $36.7K.
- Schwab US Dividend Equity ETF made up 0.09% of LOM Asset Management's portfolio in Q1 2026, its #143 holding.
- LOM Asset Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.