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

Moran 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	$9.65M	Buy	314,445 +102,610	+48%	+$3.11M	0.3%	113
2025 Q4	$5.81M	Buy	211,835 +33,837	+19%	+$920K	0.18%	169
2025 Q3	$4.86M	Buy	177,998 +13,831	+8%	+$377K	0.15%	182
2025 Q2	$4.35M	Buy	164,167 +14,435	+10%	+$377K	0.13%	201
2025 Q1	$4.19M	Sell	149,732 -1,189	-0.8%	-$33.1K	0.14%	200
2024 Q4	$4.12M	Buy	150,921 +44,814	+42%	+$1.27M	0.13%	190
2024 Q3	$2.99M	Sell	106,107 -3,414	-3%	-$93K	0.09%	226
2024 Q2	$2.84M	Sell	109,521 -4,188	-4%	-$109K	0.09%	226
2024 Q1	$3.06M	Sell	113,709 -60,690	-35%	-$1.57M	0.1%	218
2023 Q4	$4.43M	Sell	174,399 -20,634	-11%	-$492K	0.16%	180
2023 Q3	$4.6M	Buy	195,033 +3,774	+2%	+$92.6K	0.18%	158
2023 Q2	$4.63M	Buy	+191,259	New	+$4.57M	0.17%	161

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

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

Moran Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 48% in Q1 2026, buying an estimated $3.11M and bringing the position to 314,445 shares worth $9.65M. The position accounts for 0.3% of the portfolio, ranked #113.

Moran Wealth Management first reported a position in SCHD in Q2 2023 and has held it in 12 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Moran Wealth Management held 314,445 shares of Schwab US Dividend Equity ETF worth $9.65M as of Q1 2026.
Moran Wealth Management bought 102,610 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.11M.
Schwab US Dividend Equity ETF made up 0.3% of Moran Wealth Management's portfolio in Q1 2026, its #113 holding.
Moran Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 12 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.