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

Opes 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	$2.72M	Sell	88,671 -137	-0.2%	-$4.16K	0.45%	45
2025 Q4	$2.44M	Buy	88,808 +883	+1%	+$24K	0.4%	52
2025 Q3	$2.4M	Buy	87,925 +2,101	+2%	+$57.3K	0.42%	49
2025 Q2	$2.27M	Sell	85,824 -735	-0.8%	-$19.2K	0.4%	49
2025 Q1	$2.42M	Buy	86,559 +3,562	+4%	+$99.3K	0.49%	42
2024 Q4	$2.27M	Buy	82,997 +20,579	+33%	+$585K	0.46%	45
2024 Q3	$1.76M	Sell	62,418 -1,236	-2%	-$33.7K	0.34%	51
2024 Q2	$1.65M	Buy	63,654 +6,423	+11%	+$167K	0.34%	50
2024 Q1	$1.54M	Sell	57,231 -1,395	-2%	-$36K	0.36%	51
2023 Q4	$1.49M	Sell	58,626 -19,974	-25%	-$476K	0.36%	49
2023 Q3	$1.85M	Sell	78,600 -10,260	-12%	-$252K	0.51%	43
2023 Q2	$2.15M	Buy	88,860 +33,489	+60%	+$800K	0.61%	36
2023 Q1	$1.35M	Buy	55,371 +2,970	+6%	+$74.3K	0.44%	45
2022 Q4	$1.32M	Sell	52,401 -2,340	-4%	-$57.8K	0.48%	44
2022 Q3	$1.21M	Sell	54,741 -1,155	-2%	-$28.1K	0.48%	41
2022 Q2	$1.33M	Sell	55,896 -9,276	-14%	-$236K	0.53%	38
2022 Q1	$1.71M	Buy	65,172 +975	+2%	+$25.5K	0.56%	38
2021 Q4	$1.73M	Buy	64,197 +423	+0.7%	+$11K	0.54%	40
2021 Q3	$1.58M	Sell	63,774 -4,185	-6%	-$106K	0.56%	39
2021 Q2	$1.71M	Buy	67,959 +450	+0.7%	+$11.4K	0.63%	34
2021 Q1	$1.64M	Sell	67,509 -4,458	-6%	-$101K	0.64%	34
2020 Q4	$1.54M	Sell	71,967 -3,525	-5%	-$71.5K	0.74%	31
2020 Q3	$1.39M	Sell	75,492 -6,633	-8%	-$122K	0.67%	31
2020 Q2	$1.42M	Buy	82,125 +3,102	+4%	+$52.4K	0.72%	29
2020 Q1	$1.19M	Buy	79,023 +3,018	+4%	+$54.2K	0.89%	25
2019 Q4	$1.47M	Sell	76,005 -3,027	-4%	-$56.7K	0.9%	25
2019 Q3	$1.44M	Buy	79,032 +3,168	+4%	+$56.7K	0.95%	24
2019 Q2	$1.34M	Sell	75,864 -6,723	-8%	-$118K	0.92%	25
2019 Q1	$1.44M	Buy	+82,587	New	+$1.39M	1.05%	22

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

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

Opes Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.15% in Q1 2026, selling an estimated $4.16K and leaving 88,671 shares worth $2.72M. The position accounts for 0.45% of the portfolio, ranked #45.

Opes Wealth Management first reported a position in SCHD in Q1 2019 and has held it in 29 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Opes Wealth Management held 88,671 shares of Schwab US Dividend Equity ETF worth $2.72M as of Q1 2026.
Opes Wealth Management sold 137 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.16K.
Schwab US Dividend Equity ETF made up 0.45% of Opes Wealth Management's portfolio in Q1 2026, its #45 holding.
Opes Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 29 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.