McIlrath & Eck’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McIlrath & Eck’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	$299K	Buy	9,762 +1,528	+19%	+$46.4K	0.02%	185
2025 Q4	$226K	Sell	8,234 -4,684	-36%	-$127K	0.02%	149
2025 Q3	$353K	Sell	12,918 -436	-3%	-$11.9K	0.04%	106
2025 Q2	$354K	Buy	13,354 +129	+1%	+$3.37K	0.04%	99
2025 Q1	$370K	Buy	13,225 +116	+0.9%	+$3.23K	0.05%	93
2024 Q4	$358K	Sell	13,109 -4,717	-26%	-$134K	0.05%	89
2024 Q3	$502K	Buy	17,826 +5,085	+40%	+$139K	0.06%	73
2024 Q2	$330K	Hold	12,741	–	–	0.05%	90
2024 Q1	$342K	Sell	12,741 -4,743	-27%	-$123K	0.05%	86
2023 Q4	$444K	Buy	17,484 +156	+0.9%	+$3.72K	0.08%	76
2023 Q3	$409K	Hold	17,328	–	–	0.08%	77
2023 Q2	$419K	Hold	17,328	–	–	0.09%	72
2023 Q1	$423K	Buy	17,328 +4,839	+39%	+$121K	0.1%	64
2022 Q4	$314K	Hold	12,489	–	–	0.08%	73
2022 Q3	$277K	Buy	+12,489	New	+$303K	0.08%	74
2019 Q4	–	Sell	-693	Closed	-$13K	–	661
2019 Q3	$13K	Hold	693	–	–	0.01%	297
2019 Q2	$12K	Hold	693	–	–	0.01%	295
2019 Q1	$12K	Hold	693	–	–	0.01%	295
2018 Q4	$11K	Hold	693	–	–	0.01%	268
2018 Q3	$12K	Hold	693	–	–	0.01%	272
2018 Q2	$11K	Hold	693	–	–	0.01%	268
2018 Q1	$11K	Sell	693 -177	-20%	-$3.02K	0.01%	251
2017 Q4	$15K	Buy	+870	New	+$14.3K	0.01%	231

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

McIlrath & Eck's SCHD Position: Q1 2026 in Review

McIlrath & Eck increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q1 2026, buying an estimated $46.4K and bringing the position to 9,762 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #185.

McIlrath & Eck first reported a position in SCHD in Q4 2017 and has held it in 23 quarters since. The position peaked at $502K in Q3 2024. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

McIlrath & Eck held 9,762 shares of Schwab US Dividend Equity ETF worth $299K as of Q1 2026.
McIlrath & Eck bought 1,528 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $46.4K.
Schwab US Dividend Equity ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #185 holding.
McIlrath & Eck first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 23 quarters since.
McIlrath & Eck's Schwab US Dividend Equity ETF position peaked at $502K in Q3 2024.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.