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

Meridian 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	$1.12M	Buy	36,666 +6,305	+21%	+$191K	0.28%	54
2025 Q4	$833K	Sell	30,361 -324	-1%	-$8.81K	0.21%	51
2025 Q3	$838K	Buy	30,685 +287	+0.9%	+$7.83K	0.22%	51
2025 Q2	$806K	Buy	+30,398	New	+$794K	0.22%	49
2025 Q1	–	Sell	-36,235	Closed	-$990K	–	97
2024 Q4	$990K	Buy	36,235 +109	+0.3%	+$3.1K	0.26%	50
2024 Q3	$1.02M	Buy	36,126 +1,443	+4%	+$39.3K	0.26%	47
2024 Q2	$899K	Buy	34,683 +498	+1%	+$13K	0.25%	54
2024 Q1	$919K	Buy	34,185 +87	+0.3%	+$2.25K	0.25%	52
2023 Q4	$873K	Sell	34,098 -9,636	-22%	-$230K	0.25%	52
2023 Q3	$1.03M	Sell	43,734 -2,898	-6%	-$71.1K	0.34%	45
2023 Q2	$1.13M	Buy	46,632 +1,167	+3%	+$27.9K	0.35%	45
2023 Q1	$1.11M	Buy	+45,465	New	+$1.14M	0.36%	42

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

Meridian Management's SCHD Position: Q1 2026 in Review

Meridian Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q1 2026, buying an estimated $191K and bringing the position to 36,666 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #54.

Meridian Management first reported a position in SCHD in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Meridian Management held 36,666 shares of Schwab US Dividend Equity ETF worth $1.12M as of Q1 2026.
Meridian Management bought 6,305 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $191K.
Schwab US Dividend Equity ETF made up 0.28% of Meridian Management's portfolio in Q1 2026, its #54 holding.
Meridian Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 12 quarters since.
Meridian Management's Schwab US Dividend Equity ETF position peaked at $1.13M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.