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

MONECO 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 		$8.38M Sell
272,986
-55,184
-17% -$1.67M 0.65% 32
2025
Q4 		$9M Sell
328,170
-38,628
-11% -$1.05M 0.71% 29
2025
Q3 		$10M Sell
366,798
-21,693
-6% -$592K 0.84% 23
2025
Q2 		$10.3M Sell
388,491
-22,963
-6% -$600K 0.96% 21
2025
Q1 		$11.5M Sell
411,454
-6,867
-2% -$191K 1.19% 20
2024
Q4 		$11.4M Buy
418,321
+2,719
+0.7% +$77.3K 1.21% 18
2024
Q3 		$11.7M Buy
415,602
+32,850
+9% +$895K 1.46% 11
2024
Q2 		$9.92M Sell
382,752
-42,837
-10% -$1.12M 1.46% 11
2024
Q1 		$11.4M Sell
425,589
-33,678
-7% -$870K 1.82% 7
2023
Q4 		$11.7M Sell
459,267
-7,209
-2% -$172K 2.22% 5
2023
Q3 		$11M Sell
466,476
-20,286
-4% -$498K 2.99% 2
2023
Q2 		$11.8M Sell
486,762
-26,457
-5% -$632K 3.21% 2
2023
Q1 		$12.5M Buy
513,219
+103,719
+25% +$2.59M 3.68% 2
2022
Q4 		$10.3M Buy
409,500
+124,593
+44% +$3.08M 3.73% 3
2022
Q3 		$6.31M Buy
284,907
+43,212
+18% +$1.05M 2.52% 7
2022
Q2 		$5.77M Buy
241,695
+36,033
+18% +$917K 2.24% 7
2022
Q1 		$5.41M Buy
205,662
+39,930
+24% +$1.05M 1.99% 9
2021
Q4 		$4.36M Buy
165,732
+70,605
+74% +$1.83M 1.64% 11
2021
Q3 		$2.35M Buy
95,127
+13,359
+16% +$340K 0.93% 23
2021
Q2 		$2.06M Buy
81,768
+19,323
+31% +$488K 0.95% 25
2021
Q1 		$1.52M Buy
62,445
+26,277
+73% +$598K 0.74% 31
2020
Q4 		$800K Sell
36,168
-1,029
-3% -$20.9K 0.44% 55
2020
Q3 		$686K Sell
37,197
-24
-0.1% -$442 0.44% 53
2020
Q2 		$642K Buy
37,221
+360
+1% +$6.08K 0.5% 52
2020
Q1 		$553K Sell
36,861
-792
-2% -$14.2K 0.57% 48
2019
Q4 		$742K Buy
37,653
+1,875
+5% +$35.1K 0.53% 48
2019
Q3 		$653K Buy
35,778
+363
+1% +$6.5K 0.51% 46
2019
Q2 		$626K Hold
35,415
– – 0.5% 46
2019
Q1 		$617K Buy
35,415
+207
+0.6% +$3.48K 0.5% 45
2018
Q4 		$551K Buy
+35,208
New +$587K 0.64% 37

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MONECO Advisors's SCHD Position: Q1 2026 in Review

MONECO Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q1 2026, selling an estimated $1.67M and leaving 272,986 shares worth $8.38M. The position accounts for 0.65% of the portfolio, ranked #32.

MONECO Advisors first reported a position in SCHD in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.5M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • MONECO Advisors held 272,986 shares of Schwab US Dividend Equity ETF worth $8.38M as of Q1 2026.
  • MONECO Advisors sold 55,184 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.67M.
  • Schwab US Dividend Equity ETF made up 0.65% of MONECO Advisors's portfolio in Q1 2026, its #32 holding.
  • MONECO Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Schwab US Dividend Equity ETF position peaked at $12.5M in Q1 2023.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.