Merkkuri Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Merkkuri Wealth Advisors’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	$6.04M	Sell	196,967 -111	-0.1%	-$3.37K	4%	3
2025 Q4	$5.41M	Sell	197,078 -139,258	-41%	-$3.79M	3.68%	4
2025 Q3	$9.18M	Sell	336,336 -15,928	-5%	-$435K	6.66%	2
2025 Q2	$9.33M	Buy	352,264 +11,147	+3%	+$291K	7.09%	2
2025 Q1	$9.54M	Sell	341,117 -33,906	-9%	-$945K	8.17%	2
2024 Q4	$10.2M	Buy	375,023 +11,258	+3%	+$320K	8.1%	1
2024 Q3	$10.2M	Buy	363,765 +21,858	+6%	+$595K	8.09%	1
2024 Q2	$8.86M	Buy	+341,907	New	+$8.9M	8.15%	1

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

Merkkuri Wealth Advisors's SCHD Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.06% in Q1 2026, selling an estimated $3.37K and leaving 196,967 shares worth $6.04M. The position accounts for 4% of the portfolio, ranked #3.

Merkkuri Wealth Advisors first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.2M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Merkkuri Wealth Advisors held 196,967 shares of Schwab US Dividend Equity ETF worth $6.04M as of Q1 2026.
Merkkuri Wealth Advisors sold 111 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.37K.
Schwab US Dividend Equity ETF made up 4% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Merkkuri Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $10.2M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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