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

Orcam Financial 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	$856K	Buy	27,891 +12	+0%	+$364	0.61%	23
2025 Q4	$765K	Sell	27,879 -476	-2%	-$12.9K	0.57%	26
2025 Q3	$774K	Sell	28,355 -96	-0.3%	-$2.62K	0.63%	24
2025 Q2	$754K	Sell	28,451 -8,609	-23%	-$225K	0.65%	25
2025 Q1	$1.04M	Sell	37,060 -3,761	-9%	-$105K	0.97%	23
2024 Q4	$1.12M	Buy	40,821 +2,214	+6%	+$62.9K	1.08%	18
2024 Q3	$1.09M	Sell	38,607 -10,461	-21%	-$285K	1.05%	22
2024 Q2	$1.27M	Sell	49,068 -5,691	-10%	-$148K	1.36%	14
2024 Q1	$1.47M	Buy	54,759 +22,695	+71%	+$586K	1.61%	14
2023 Q4	$814K	Buy	32,064 +1,578	+5%	+$37.6K	0.99%	20
2023 Q3	$719K	Hold	30,486	–	–	0.97%	20
2023 Q2	$738K	Buy	30,486 +2,025	+7%	+$48.4K	1.02%	21
2023 Q1	$694K	Hold	28,461	–	–	0.96%	19
2022 Q4	$717K	Hold	28,461	–	–	1.1%	19
2022 Q3	$630K	Buy	28,461 +600	+2%	+$14.6K	1.07%	16
2022 Q2	$665K	Hold	27,861	–	–	1.07%	16
2022 Q1	$733K	Sell	27,861 -7,776	-22%	-$204K	1.05%	17
2021 Q4	$960K	Buy	+35,637	New	+$926K	1.31%	14

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

Orcam Financial Group's SCHD Position: Q1 2026 in Review

Orcam Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.04% in Q1 2026, buying an estimated $364 and bringing the position to 27,891 shares worth $856K. The position accounts for 0.61% of the portfolio, ranked #23.

Orcam Financial Group first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Orcam Financial Group held 27,891 shares of Schwab US Dividend Equity ETF worth $856K as of Q1 2026.
Orcam Financial Group bought 12 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $364.
Schwab US Dividend Equity ETF made up 0.61% of Orcam Financial Group's portfolio in Q1 2026, its #23 holding.
Orcam Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Orcam Financial Group's Schwab US Dividend Equity ETF position peaked at $1.47M in Q1 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.