Lowe Brockenbrough & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $432K | Hold |
14,076
| – | – | 0.02% | 229 |
|
|
2025
Q4 | $386K | Hold |
14,076
| – | – | 0.02% | 238 |
|
|
2025
Q3 | $384K | Sell |
14,076
-11,655
| -45% | -$318K | 0.02% | 238 |
|
|
2025
Q2 | $682K | Hold |
25,731
| – | – | 0.04% | 198 |
|
|
2025
Q1 | $719K | Buy |
25,731
+180
| +0.7% | +$5.02K | 0.05% | 193 |
|
|
2024
Q4 | $698K | Sell |
25,551
-1,449
| -5% | -$41.2K | 0.04% | 197 |
|
|
2024
Q3 | $761K | Sell |
27,000
-1,923
| -7% | -$52.4K | 0.05% | 194 |
|
|
2024
Q2 | $758K | Hold |
28,923
| – | – | 0.05% | 190 |
|
|
2024
Q1 | $777K | Sell |
28,923
-225
| -0.8% | -$5.81K | 0.05% | 197 |
|
|
2023
Q4 | $740K | Buy |
29,148
+8,286
| +40% | +$197K | 0.06% | 193 |
|
|
2023
Q3 | $492K | Hold |
20,862
| – | – | 0.04% | 212 |
|
|
2023
Q2 | $505K | Sell |
20,862
-792
| -4% | -$18.9K | 0.04% | 216 |
|
|
2023
Q1 | $528K | Hold |
21,654
| – | – | 0.04% | 211 |
|
|
2022
Q4 | $545K | Buy |
21,654
+792
| +4% | +$19.5K | 0.05% | 205 |
|
|
2022
Q3 | $462K | Sell |
20,862
-8,250
| -28% | -$200K | 0.04% | 205 |
|
|
2022
Q2 | $695K | Buy |
29,112
+8,250
| +40% | +$210K | 0.06% | 191 |
|
|
2022
Q1 | $549K | Buy |
20,862
+6,000
| +40% | +$157K | 0.04% | 209 |
|
|
2021
Q4 | $400K | Hold |
14,862
| – | – | 0.03% | 212 |
|
|
2021
Q3 | $368K | Buy |
14,862
+195
| +1% | +$4.96K | 0.03% | 230 |
|
|
2021
Q2 | $370K | Buy |
14,667
+300
| +2% | +$7.58K | 0.03% | 194 |
|
|
2021
Q1 | $349K | Buy |
14,367
+228
| +2% | +$5.19K | 0.03% | 191 |
|
|
2020
Q4 | $302K | Buy |
14,139
+672
| +5% | +$13.6K | 0.03% | 186 |
|
|
2020
Q3 | $248K | Hold |
13,467
| – | – | 0.03% | 190 |
|
|
2020
Q2 | $232K | Sell |
13,467
-600
| -4% | -$10.1K | 0.03% | 192 |
|
|
2020
Q1 | $211K | Hold |
14,067
| – | – | 0.03% | 191 |
|
|
2019
Q4 | $272K | Hold |
14,067
| – | – | 0.03% | 193 |
|
|
2019
Q3 | $257K | Hold |
14,067
| – | – | 0.03% | 192 |
|
|
2019
Q2 | $249K | Hold |
14,067
| – | – | 0.03% | 195 |
|
|
2019
Q1 | $245K | Hold |
14,067
| – | – | 0.03% | 192 |
|
|
2018
Q4 | $220K | Buy |
14,067
+1,650
| +13% | +$27.5K | 0.04% | 182 |
|
|
2018
Q3 | $219K | Hold |
12,417
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $204K | Hold |
12,417
| – | – | 0.03% | 198 |
|
|
2018
Q1 | $203K | Hold |
12,417
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $212K | Sell |
12,417
-6,462
| -34% | -$106K | 0.03% | 196 |
|
|
2017
Q3 | $295K | Sell |
18,879
-16,365
| -46% | -$250K | 0.05% | 177 |
|
|
2017
Q2 | $530K | Hold |
35,244
| – | – | 0.08% | 152 |
|
|
2017
Q1 | $524K | Buy |
35,244
+12,417
| +54% | +$183K | 0.08% | 149 |
|
|
2016
Q4 | $332K | Buy |
+22,827
| New | +$324K | 0.06% | 164 |
|
Other funds holding SCHD
RIM
SLI
Lowe Brockenbrough & Co's SCHD Position: Q1 2026 in Review
Lowe Brockenbrough & Co held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 14,076 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #229.
Lowe Brockenbrough & Co first reported a position in SCHD in Q4 2016 and has held it in 38 quarters since. The position peaked at $777K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Lowe Brockenbrough & Co held 14,076 shares of Schwab US Dividend Equity ETF worth $432K as of Q1 2026.
- Lowe Brockenbrough & Co left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
- Schwab US Dividend Equity ETF made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #229 holding.
- Lowe Brockenbrough & Co first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 38 quarters since.
- Lowe Brockenbrough & Co's Schwab US Dividend Equity ETF position peaked at $777K in Q1 2024.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.