NWM
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Nova Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nova Wealth 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 		– Sell
-209
Closed -$5.73K – 630
2025
Q4 		$5.73K Buy
+209
New +$5.68K ﹤0.01% 410
2025
Q3 		– Sell
-870
Closed -$23.1K – 726
2025
Q2 		$23.1K Hold
870
– – 0.02% 296
2025
Q1 		$24.3K Sell
870
-446
-34% -$12.4K 0.02% 274
2024
Q4 		$35.9K Buy
+1,316
New +$37.4K 0.03% 192

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nova Wealth Management's SCHD Position: Q1 2026 in Review

Nova Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 209 shares — an estimated $5.73K sold.

Nova Wealth Management first reported a position in SCHD in Q4 2024 and held it in 4 quarters. The position peaked at $35.9K in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Nova Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 209 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.73K.
  • Nova Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 4 quarters.
  • Nova Wealth Management's Schwab US Dividend Equity ETF position peaked at $35.9K in Q4 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.