Nabity-Jensen Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nabity-Jensen Investment 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	$1.18M	Sell	38,476 -65,893	-63%	-$2M	0.82%	28
2025 Q4	$2.86M	Sell	104,369 -16,854	-14%	-$458K	1.94%	13
2025 Q3	$3.31M	Sell	121,223 -3,589	-3%	-$97.9K	2.29%	13
2025 Q2	$3.31M	Sell	124,812 -7,699	-6%	-$201K	2.44%	13
2025 Q1	$3.71M	Sell	132,511 -12,998	-9%	-$362K	2.94%	9
2024 Q4	$3.98M	Buy	145,509 +150	+0.1%	+$4.26K	3%	11
2024 Q3	$4.1M	Sell	145,359 -19,518	-12%	-$532K	3.14%	9
2024 Q2	$4.27M	Buy	164,877 +267	+0.2%	+$6.95K	3.5%	8
2024 Q1	$4.42M	Buy	164,610 +702	+0.4%	+$18.1K	3.64%	7
2023 Q4	$4.16M	Buy	+163,908	New	+$3.91M	3.74%	7

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

Nabity-Jensen Investment Management's SCHD Position: Q1 2026 in Review

Nabity-Jensen Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 63% in Q1 2026, selling an estimated $2M and leaving 38,476 shares worth $1.18M. The position accounts for 0.82% of the portfolio, ranked #28.

Nabity-Jensen Investment Management first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.42M in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Nabity-Jensen Investment Management held 38,476 shares of Schwab US Dividend Equity ETF worth $1.18M as of Q1 2026.
Nabity-Jensen Investment Management sold 65,893 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2M.
Schwab US Dividend Equity ETF made up 0.82% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #28 holding.
Nabity-Jensen Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Nabity-Jensen Investment Management's Schwab US Dividend Equity ETF position peaked at $4.42M in Q1 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.