My Personal CFO LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

My Personal CFO LLC’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	$1.86M	Sell	60,471 -110	-0.2%	-$3.34K	0.81%	33
2025 Q4	$1.66M	Buy	+60,581	New	+$1.65M	0.69%	35
2025 Q3	–	Sell	-60,158	Closed	-$1.59M	–	139
2025 Q2	$1.59M	Buy	60,158 +13,601	+29%	+$355K	0.72%	35
2025 Q1	$1.3M	Buy	46,557 +3,666	+9%	+$102K	0.66%	35
2024 Q4	$1.17M	Buy	42,891 +14,943	+53%	+$425K	0.6%	36
2024 Q3	$788K	Buy	27,948 +321	+1%	+$8.74K	0.43%	46
2024 Q2	$716K	Buy	27,627 +45	+0.2%	+$1.17K	0.38%	49
2024 Q1	$741K	Buy	27,582 +645	+2%	+$16.7K	0.43%	47
2023 Q4	$684K	Buy	+26,937	New	+$642K	0.45%	50
2023 Q1	–	Sell	-7,854	Closed	-$198K	–	678
2022 Q4	$198K	Buy	+7,854	New	+$194K	0.18%	69
2022 Q2	–	Sell	-7,854	Closed	-$207K	–	59
2022 Q1	$207K	Hold	7,854	–	–	0.21%	56
2021 Q4	$212K	Buy	+7,854	New	+$204K	0.18%	59

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

My Personal CFO LLC's SCHD Position: Q1 2026 in Review

My Personal CFO LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.18% in Q1 2026, selling an estimated $3.34K and leaving 60,471 shares worth $1.86M. The position accounts for 0.81% of the portfolio, ranked #33.

My Personal CFO LLC first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

My Personal CFO LLC held 60,471 shares of Schwab US Dividend Equity ETF worth $1.86M as of Q1 2026.
My Personal CFO LLC sold 110 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.34K.
Schwab US Dividend Equity ETF made up 0.81% of My Personal CFO LLC's portfolio in Q1 2026, its #33 holding.
My Personal CFO LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2021 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 My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.