New Insight Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

New Insight Wealth Advisors’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	$8.38M	Sell	273,129 -39,548	-13%	-$1.2M	3%	8
2025 Q4	$8.58M	Sell	312,677 -82,122	-21%	-$2.23M	3.06%	8
2025 Q3	$10.8M	Sell	394,799 -186,070	-32%	-$5.08M	4.05%	5
2025 Q2	$15.4M	Sell	580,869 -18,592	-3%	-$486K	6.33%	3
2025 Q1	$16.8M	Buy	599,461 +77,081	+15%	+$2.15M	7.61%	2
2024 Q4	$14.3M	Buy	522,380 +27,380	+6%	+$778K	7.15%	2
2024 Q3	$13.9M	Buy	495,000 +36,123	+8%	+$984K	7.34%	2
2024 Q2	$11.9M	Buy	458,877 +35,070	+8%	+$913K	7%	2
2024 Q1	$11.4M	Buy	423,807 +3,108	+0.7%	+$80.3K	7.11%	3
2023 Q4	$10.7M	Buy	+420,699	New	+$10M	7.19%	2

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

New Insight Wealth Advisors's SCHD Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q1 2026, selling an estimated $1.2M and leaving 273,129 shares worth $8.38M. The position accounts for 3% of the portfolio, ranked #8.

New Insight Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

New Insight Wealth Advisors held 273,129 shares of Schwab US Dividend Equity ETF worth $8.38M as of Q1 2026.
New Insight Wealth Advisors sold 39,548 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.2M.
Schwab US Dividend Equity ETF made up 3% of New Insight Wealth Advisors's portfolio in Q1 2026, its #8 holding.
New Insight Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $16.8M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.