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

Maripau 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	$3.06M	Buy	99,857 +9,066	+10%	+$275K	1.35%	18
2025 Q4	$2.47M	Buy	90,791 +13,753	+18%	+$374K	1.14%	22
2025 Q3	$2.1M	Buy	77,038 +25,855	+51%	+$705K	1.06%	25
2025 Q2	$1.36M	Buy	51,183 +19,242	+60%	+$503K	0.68%	40
2025 Q1	$893K	Buy	31,941 +8,073	+34%	+$225K	0.51%	46
2024 Q4	$652K	Buy	+23,868	New	+$679K	0.39%	59
2024 Q3	–	Sell	-17,652	Closed	-$462K	–	115
2024 Q2	$462K	Sell	17,652 -1,131	-6%	-$29.4K	0.32%	68
2024 Q1	$505K	Buy	18,783 +4,665	+33%	+$121K	0.38%	60
2023 Q4	$358K	Buy	14,118 +3,708	+36%	+$88.4K	0.31%	67
2023 Q3	$246K	Buy	+10,410	New	+$255K	0.23%	83

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

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

Maripau Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q1 2026, buying an estimated $275K and bringing the position to 99,857 shares worth $3.06M. The position accounts for 1.35% of the portfolio, ranked #18.

Maripau Wealth Management first reported a position in SCHD in Q3 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Maripau Wealth Management held 99,857 shares of Schwab US Dividend Equity ETF worth $3.06M as of Q1 2026.
Maripau Wealth Management bought 9,066 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $275K.
Schwab US Dividend Equity ETF made up 1.35% of Maripau Wealth Management's portfolio in Q1 2026, its #18 holding.
Maripau Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.