Madison Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Madison Wealth Partners’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	$1.77M	Buy	57,649 +18,021	+45%	+$547K	0.28%	45
2025 Q4	$1.09M	Buy	39,628 +20,296	+105%	+$552K	0.2%	58
2025 Q3	$528K	Sell	19,332 -7,060	-27%	-$193K	0.1%	87
2025 Q2	$699K	Sell	26,392 -9,297	-26%	-$243K	0.15%	70
2025 Q1	$998K	Buy	35,689 +172	+0.5%	+$4.79K	0.25%	52
2024 Q4	$970K	Buy	35,517 +303	+0.9%	+$8.61K	0.27%	49
2024 Q3	$992K	Buy	35,214 +324	+0.9%	+$8.83K	0.29%	49
2024 Q2	$904K	Sell	34,890 -1,710	-5%	-$44.5K	0.31%	44
2024 Q1	$984K	Hold	36,600	–	–	0.36%	34
2023 Q4	$929K	Buy	36,600 +26,928	+278%	+$642K	0.37%	35
2023 Q3	$228K	Sell	9,672 -5,322	-35%	-$131K	0.12%	80
2023 Q2	$363K	Sell	14,994 -240	-2%	-$5.73K	0.17%	58
2023 Q1	$372K	Buy	15,234 +51	+0.3%	+$1.27K	0.19%	58
2022 Q4	$382K	Sell	15,183 -4,182	-22%	-$103K	0.22%	51
2022 Q3	$429K	Sell	19,365 -1,839	-9%	-$44.7K	0.28%	43
2022 Q2	$506K	Buy	21,204 +3,780	+22%	+$96.2K	0.32%	37
2022 Q1	$458K	Buy	17,424 +6	+0%	+$157	0.26%	40
2021 Q4	$469K	Hold	17,418	–	–	0.24%	40
2021 Q3	$431K	Buy	17,418 +8,226	+89%	+$209K	0.24%	40
2021 Q2	$232K	Buy	+9,192	New	+$232K	0.13%	58

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

Madison Wealth Partners's SCHD Position: Q1 2026 in Review

Madison Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 45% in Q1 2026, buying an estimated $547K and bringing the position to 57,649 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #45.

Madison Wealth Partners first reported a position in SCHD in Q2 2021 and has held it in 20 quarters since. 2,046 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Madison Wealth Partners held 57,649 shares of Schwab US Dividend Equity ETF worth $1.77M as of Q1 2026.
Madison Wealth Partners bought 18,021 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $547K.
Schwab US Dividend Equity ETF made up 0.28% of Madison Wealth Partners's portfolio in Q1 2026, its #45 holding.
Madison Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 20 quarters since.
2,046 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.