Maple Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Maple Capital 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	$473K	Sell	15,422 -3,441	-18%	-$104K	0.03%	76
2025 Q4	$517K	Sell	18,863 -42,316	-69%	-$1.15M	0.03%	74
2025 Q3	$1.67M	Sell	61,179 -4,771	-7%	-$130K	0.11%	43
2025 Q2	$1.75M	Sell	65,950 -1,436	-2%	-$37.5K	0.12%	44
2025 Q1	$1.88M	Buy	67,386 +5,685	+9%	+$158K	0.15%	44
2024 Q4	$1.69M	Buy	61,701 +3,060	+5%	+$87K	0.12%	47
2024 Q3	$1.65M	Buy	58,641 +792	+1%	+$21.6K	0.13%	45
2024 Q2	$1.5M	Sell	57,849 -5,046	-8%	-$131K	0.12%	47
2024 Q1	$1.69M	Sell	62,895 -10,809	-15%	-$279K	0.15%	42
2023 Q4	$1.87M	Sell	73,704 -4,524	-6%	-$108K	0.19%	37
2023 Q3	$1.85M	Buy	78,228 +2,895	+4%	+$71K	0.21%	40
2023 Q2	$1.82M	Sell	75,333 -1,839	-2%	-$43.9K	0.2%	41
2023 Q1	$1.88M	Sell	77,172 -3,024	-4%	-$75.6K	0.23%	40
2022 Q4	$2.02M	Buy	80,196 +1,353	+2%	+$33.4K	0.27%	39
2022 Q3	$2.01M	Buy	78,843 +2,805	+4%	+$68.1K	0.25%	43
2022 Q2	$1.82M	Sell	76,038 -1,290	-2%	-$32.8K	0.24%	43
2022 Q1	$2.03M	Sell	77,328 -9,498	-11%	-$249K	0.24%	45
2021 Q4	$2.34M	Buy	86,826 +3,903	+5%	+$101K	0.26%	45
2021 Q3	$2.05M	Buy	82,923 +783	+1%	+$19.9K	0.26%	44
2021 Q2	$2.13M	Sell	82,140 -4,602	-5%	-$116K	0.26%	45
2021 Q1	$2.11M	Buy	86,742 +3,438	+4%	+$78.2K	0.31%	43
2020 Q4	$1.78M	Buy	83,304 +363	+0.4%	+$7.36K	0.27%	45
2020 Q3	$1.7M	Sell	82,941 -210	-0.3%	-$3.86K	0.28%	46
2020 Q2	$1.43M	Buy	83,151 +1,830	+2%	+$30.9K	0.28%	47
2020 Q1	$1.22M	Buy	81,321 +2,052	+3%	+$36.8K	0.3%	43
2019 Q4	$1.53M	Buy	79,269 +34,800	+78%	+$652K	0.3%	47
2019 Q3	$812K	Buy	44,469 +5,775	+15%	+$103K	0.17%	61
2019 Q2	$684K	Buy	38,694 +10,035	+35%	+$176K	0.15%	66
2019 Q1	$499K	Buy	+28,659	New	+$482K	0.12%	78

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 $374B AUM 17.66% 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

Maple Capital Management's SCHD Position: Q1 2026 in Review

Maple Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q1 2026, selling an estimated $104K and leaving 15,422 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #76.

Maple Capital Management first reported a position in SCHD in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.34M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Maple Capital Management held 15,422 shares of Schwab US Dividend Equity ETF worth $473K as of Q1 2026.
Maple Capital Management sold 3,441 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $104K.
Schwab US Dividend Equity ETF made up 0.03% of Maple Capital Management's portfolio in Q1 2026, its #76 holding.
Maple Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 29 quarters since.
Maple Capital Management's Schwab US Dividend Equity ETF position peaked at $2.34M in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.