Neuberger Berman Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Neuberger Berman Group’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	$3.32M	Sell	108,245 -3,528	-3%	-$107K	﹤0.01%	1055
2025 Q4	$3.07M	Sell	111,773 -2,321	-2%	-$63.1K	﹤0.01%	1073
2025 Q3	$3.11M	Buy	114,094 +8,135	+8%	+$222K	﹤0.01%	1056
2025 Q2	$2.81M	Buy	105,959 +21,556	+26%	+$563K	﹤0.01%	1092
2025 Q1	$2.36M	Buy	+84,403	New	+$2.35M	﹤0.01%	1089
2024 Q4	–	Sell	-8,100	Closed	-$228K	–	2003
2024 Q3	$228K	Sell	8,100 -3,000	-27%	-$81.7K	﹤0.01%	1764
2024 Q2	$288K	Buy	11,100 +1,830	+20%	+$47.6K	﹤0.01%	1654
2024 Q1	$249K	Sell	9,270 -1,410	-13%	-$36.4K	﹤0.01%	1696
2023 Q4	$271K	Sell	10,680 -2,235	-17%	-$53.3K	﹤0.01%	1682
2023 Q3	$305K	Buy	12,915 +4,605	+55%	+$113K	﹤0.01%	1597
2023 Q2	$201K	Buy	+8,310	New	+$199K	﹤0.01%	1706
2022 Q1	–	Sell	-38,610	Closed	-$1.04M	–	1972
2021 Q4	$1.04M	Buy	+38,610	New	+$1M	﹤0.01%	1346

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

Neuberger Berman Group's SCHD Position: Q1 2026 in Review

Neuberger Berman Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q1 2026, selling an estimated $107K and leaving 108,245 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Neuberger Berman Group 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.

Neuberger Berman Group held 108,245 shares of Schwab US Dividend Equity ETF worth $3.32M as of Q1 2026.
Neuberger Berman Group sold 3,528 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $107K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1055 holding.
Neuberger Berman Group 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 Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.