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

Modern 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	$21.9M	Buy	717,173 +342,643	+91%	+$10.4M	0.37%	71
2025 Q4	$10.3M	Buy	374,530 +80,236	+27%	+$2.18M	0.19%	127
2025 Q3	$8.03M	Buy	294,294 +63,244	+27%	+$1.73M	0.16%	140
2025 Q2	$6.12M	Buy	231,050 +37,812	+20%	+$987K	0.15%	141
2025 Q1	$5.4M	Sell	193,238 -382,991	-66%	-$10.7M	0.17%	117
2024 Q4	$15.7M	Buy	576,229 +500,722	+663%	+$14.2M	0.59%	37
2024 Q3	$2.13M	Sell	75,507 -719,013	-90%	-$19.6M	0.13%	106
2024 Q2	$20.6M	Buy	+794,520	New	+$20.7M	1.52%	15

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

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

Modern Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 91% in Q1 2026, buying an estimated $10.4M and bringing the position to 717,173 shares worth $21.9M. The position accounts for 0.37% of the portfolio, ranked #71.

Modern Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Modern Wealth Management held 717,173 shares of Schwab US Dividend Equity ETF worth $21.9M as of Q1 2026.
Modern Wealth Management bought 342,643 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $10.4M.
Schwab US Dividend Equity ETF made up 0.37% of Modern Wealth Management's portfolio in Q1 2026, its #71 holding.
Modern Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.