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

Maridea 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	$3.7M	Sell	120,620 -2,886	-2%	-$87.5K	0.54%	45
2025 Q4	$3.39M	Sell	123,506 -17,344	-12%	-$472K	0.51%	52
2025 Q3	$3.8M	Sell	140,850 -7,135	-5%	-$195K	0.59%	37
2025 Q2	$3.92M	Buy	147,985 +111,542	+306%	+$2.91M	1.02%	21
2025 Q1	$1.02M	Sell	36,443 -1,411	-4%	-$39.3K	0.33%	55
2024 Q4	$1.03M	Buy	+37,854	New	+$1.08M	0.33%	52

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

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

Maridea Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q1 2026, selling an estimated $87.5K and leaving 120,620 shares worth $3.7M. The position accounts for 0.54% of the portfolio, ranked #45.

Maridea Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.92M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Maridea Wealth Management held 120,620 shares of Schwab US Dividend Equity ETF worth $3.7M as of Q1 2026.
Maridea Wealth Management sold 2,886 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $87.5K.
Schwab US Dividend Equity ETF made up 0.54% of Maridea Wealth Management's portfolio in Q1 2026, its #45 holding.
Maridea Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Schwab US Dividend Equity ETF position peaked at $3.92M in Q2 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.