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

Norden 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	$229K	Buy	7,459 +25	+0.3%	+$758	0.02%	545
2025 Q4	$204K	Buy	7,434 +14	+0.2%	+$381	0.02%	589
2025 Q3	$203K	Buy	+7,420	New	+$202K	0.02%	569
2025 Q2	–	Sell	-7,348	Closed	-$205K	–	584
2025 Q1	$205K	Buy	+7,348	New	+$205K	0.02%	511
2024 Q4	–	Sell	-7,119	Closed	-$201K	–	552
2024 Q3	$201K	Sell	7,119 -8,376	-54%	-$228K	0.02%	490
2024 Q2	$402K	Hold	15,495	–	–	0.08%	254
2024 Q1	$416K	Buy	+15,495	New	+$400K	0.08%	268

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

Norden Group's SCHD Position: Q1 2026 in Review

Norden Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.34% in Q1 2026, buying an estimated $758 and bringing the position to 7,459 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #545.

Norden Group first reported a position in SCHD in Q1 2024 and has held it in 7 quarters since. The position peaked at $416K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Norden Group held 7,459 shares of Schwab US Dividend Equity ETF worth $229K as of Q1 2026.
Norden Group bought 25 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $758.
Schwab US Dividend Equity ETF made up 0.02% of Norden Group's portfolio in Q1 2026, its #545 holding.
Norden Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 7 quarters since.
Norden Group's Schwab US Dividend Equity ETF position peaked at $416K in Q1 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.