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

Mezzasalma 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	$683K	Sell	22,258 -4,221	-16%	-$128K	0.17%	75
2025 Q4	$734K	Sell	26,479 -28,735	-52%	-$781K	0.18%	74
2025 Q3	$1.51M	Buy	55,214 +37,033	+204%	+$1.01M	0.39%	48
2025 Q2	$482K	Sell	18,181 -15	-0.1%	-$392	0.14%	85
2025 Q1	$509K	Sell	18,196 -1,093	-6%	-$30.5K	0.18%	77
2024 Q4	$527K	Sell	19,289 -199	-1%	-$5.66K	0.17%	70
2024 Q3	$549K	Buy	19,488 +207	+1%	+$5.64K	0.22%	50
2024 Q2	$500K	Sell	19,281 -5,895	-23%	-$153K	0.21%	46
2024 Q1	$677K	Sell	25,176 -693	-3%	-$17.9K	0.32%	50
2023 Q4	$656K	Buy	25,869 +189	+0.7%	+$4.5K	0.36%	40
2023 Q3	$606K	Sell	25,680 -561	-2%	-$13.8K	0.37%	40
2023 Q2	$635K	Buy	26,241 +435	+2%	+$10.4K	0.39%	39
2023 Q1	$629K	Buy	+25,806	New	+$645K	0.45%	38

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

Mezzasalma Advisors's SCHD Position: Q1 2026 in Review

Mezzasalma Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q1 2026, selling an estimated $128K and leaving 22,258 shares worth $683K. The position accounts for 0.17% of the portfolio, ranked #75.

Mezzasalma Advisors first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Mezzasalma Advisors held 22,258 shares of Schwab US Dividend Equity ETF worth $683K as of Q1 2026.
Mezzasalma Advisors sold 4,221 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $128K.
Schwab US Dividend Equity ETF made up 0.17% of Mezzasalma Advisors's portfolio in Q1 2026, its #75 holding.
Mezzasalma Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
Mezzasalma Advisors's Schwab US Dividend Equity ETF position peaked at $1.51M in Q3 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.