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

Lyell 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 		$697K Hold
22,729
– – 0.05% 131
2025
Q4 		$623K Sell
22,729
-600
-3% -$16.3K 0.05% 134
2025
Q3 		$637K Buy
23,329
+150
+0.6% +$4.09K 0.05% 139
2025
Q2 		$614K Sell
23,179
-1,200
-5% -$31.3K 0.05% 142
2025
Q1 		$682K Sell
24,379
-1,648
-6% -$45.9K 0.06% 131
2024
Q4 		$711K Sell
26,027
-2,503
-9% -$71.2K 0.06% 128
2024
Q3 		$804K Sell
28,530
-1,275
-4% -$34.7K 0.07% 128
2024
Q2 		$773K Sell
29,805
-2,730
-8% -$71.1K 0.07% 119
2024
Q1 		$874K Buy
32,535
+9,921
+44% +$256K 0.09% 115
2023
Q4 		$574K Buy
22,614
+4,473
+25% +$107K 0.07% 130
2023
Q3 		$428K Sell
18,141
-2,283
-11% -$56K 0.06% 132
2023
Q2 		$494K Buy
20,424
+111
+0.5% +$2.65K 0.06% 133
2023
Q1 		$495K Buy
20,313
+1,041
+5% +$26K 0.07% 138
2022
Q4 		$485K Buy
19,272
+39
+0.2% +$963 0.08% 135
2022
Q3 		$426K Buy
19,233
+2,739
+17% +$66.5K 0.07% 134
2022
Q2 		$394K Buy
16,494
+111
+0.7% +$2.82K 0.06% 146
2022
Q1 		$431K Sell
16,383
-2,547
-13% -$66.7K 0.06% 145
2021
Q4 		$510K Buy
+18,930
New +$492K 0.06% 135

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lyell Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 22,729 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #131.

Lyell Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $874K in Q1 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Lyell Wealth Management held 22,729 shares of Schwab US Dividend Equity ETF worth $697K as of Q1 2026.
  • Lyell Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Lyell Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Lyell Wealth Management's Schwab US Dividend Equity ETF position peaked at $874K in Q1 2024.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.