NewEdge Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NewEdge Wealth’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	$4.14M	Sell	134,965 -6,244	-4%	-$189K	0.05%	260
2025 Q4	$3.87M	Buy	141,209 +13,730	+11%	+$373K	0.04%	292
2025 Q3	$3.39M	Sell	127,479 -5,770	-4%	-$157K	0.05%	286
2025 Q2	$3.56M	Buy	133,249 +51,105	+62%	+$1.33M	0.06%	263
2025 Q1	$2.3M	Buy	82,144 +643	+0.8%	+$17.9K	0.04%	328
2024 Q4	$2.23M	Sell	81,501 -6,279	-7%	-$179K	0.04%	329
2024 Q3	$2.47M	Buy	87,780 +54,075	+160%	+$1.47M	0.04%	313
2024 Q2	$874K	Sell	33,705 -1,500	-4%	-$39K	0.02%	441
2024 Q1	$907K	Buy	35,205 +75	+0.2%	+$1.94K	0.02%	442
2023 Q4	$891K	Sell	35,130 -2,280	-6%	-$54.3K	0.02%	420
2023 Q3	$882K	Sell	37,410 -8,784	-19%	-$216K	0.03%	374
2023 Q2	$1.12M	Sell	46,194 -3,081	-6%	-$73.6K	0.04%	334
2023 Q1	$1.2M	Buy	+49,275	New	+$1.23M	0.05%	290

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

NewEdge Wealth's SCHD Position: Q1 2026 in Review

NewEdge Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q1 2026, selling an estimated $189K and leaving 134,965 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #260.

NewEdge Wealth first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

NewEdge Wealth held 134,965 shares of Schwab US Dividend Equity ETF worth $4.14M as of Q1 2026.
NewEdge Wealth sold 6,244 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $189K.
Schwab US Dividend Equity ETF made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #260 holding.
NewEdge Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.