Marco Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Marco Investment 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	$306K	Buy	9,986 +138	+1%	+$4.19K	0.02%	178
2025 Q4	$270K	Hold	9,848	–	–	0.02%	188
2025 Q3	$269K	Buy	9,848 +482	+5%	+$13.2K	0.02%	183
2025 Q2	$248K	Hold	9,366	–	–	0.02%	191
2025 Q1	$262K	Hold	9,366	–	–	0.02%	176
2024 Q4	$256K	Hold	9,366	–	–	0.02%	186
2024 Q3	$264K	Buy	+9,366	New	+$255K	0.02%	184

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

Marco Investment Management's SCHD Position: Q1 2026 in Review

Marco Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q1 2026, buying an estimated $4.19K and bringing the position to 9,986 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #178.

Marco Investment Management first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Marco Investment Management held 9,986 shares of Schwab US Dividend Equity ETF worth $306K as of Q1 2026.
Marco Investment Management bought 138 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.19K.
Schwab US Dividend Equity ETF made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #178 holding.
Marco Investment Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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