MYeCFO’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MYeCFO’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	$2.92M	Buy	95,292 +6,107	+7%	+$185K	1.22%	16
2025 Q4	$2.45M	Buy	89,185 +2,258	+3%	+$61.4K	1.04%	18
2025 Q3	$2.37M	Buy	86,927 +1,936	+2%	+$52.8K	1.08%	19
2025 Q2	$2.25M	Buy	84,991 +572	+0.7%	+$14.9K	1.1%	17
2025 Q1	$2.36M	Buy	84,419 +4,741	+6%	+$132K	1.25%	17
2024 Q4	$2.18M	Buy	79,678 +1,099	+1%	+$31.2K	1.17%	18
2024 Q3	$2.21M	Buy	78,579 +4,281	+6%	+$117K	1.2%	17
2024 Q2	$1.93M	Buy	74,298 +3,912	+6%	+$102K	1.11%	20
2024 Q1	$1.89M	Sell	70,386 -1,746	-2%	-$45.1K	1.11%	19
2023 Q4	$1.83M	Buy	72,132 +744	+1%	+$17.7K	1.15%	17
2023 Q3	$1.71M	Buy	71,388 +6,138	+9%	+$151K	1.19%	18
2023 Q2	$1.58M	Sell	65,250 -11,814	-15%	-$282K	1.15%	17
2023 Q1	$1.88M	Buy	77,064 +18,888	+32%	+$472K	1.41%	16
2022 Q4	$1.46M	Buy	+58,176	New	+$1.44M	1.2%	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

MYeCFO's SCHD Position: Q1 2026 in Review

MYeCFO increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.8% in Q1 2026, buying an estimated $185K and bringing the position to 95,292 shares worth $2.92M. The position accounts for 1.22% of the portfolio, ranked #16.

MYeCFO first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

MYeCFO held 95,292 shares of Schwab US Dividend Equity ETF worth $2.92M as of Q1 2026.
MYeCFO bought 6,107 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $185K.
Schwab US Dividend Equity ETF made up 1.22% of MYeCFO's portfolio in Q1 2026, its #16 holding.
MYeCFO first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.