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

Outfitter Financial’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 		$1.5M Sell
48,955
-1,815
-4% -$55.1K 1.16% 33
2025
Q4 		$1.39M Sell
50,770
-3,400
-6% -$92.4K 1.1% 34
2025
Q3 		$1.48M Sell
54,170
-2,305
-4% -$62.9K 1.2% 29
2025
Q2 		$1.5M Buy
56,475
+750
+1% +$19.6K 1.28% 28
2025
Q1 		$1.56M Buy
55,725
+250
+0.5% +$6.97K 1.4% 26
2024
Q4 		$1.52M Buy
55,475
+1,565
+3% +$44.5K 1.21% 30
2024
Q3 		$1.52M Sell
53,910
-1,485
-3% -$40.5K 1.25% 29
2024
Q2 		$1.44M Buy
55,395
+3,345
+6% +$87.1K 1.2% 31
2024
Q1 		$1.4M Sell
52,050
-1,170
-2% -$30.2K 1.15% 35
2023
Q4 		$1.35M Sell
53,220
-2,550
-5% -$60.8K 1.18% 36
2023
Q3 		$1.32M Buy
55,770
+1,065
+2% +$26.1K 1.24% 35
2023
Q2 		$1.32M Buy
54,705
+2,220
+4% +$53K 1.19% 38
2023
Q1 		$1.28M Sell
52,485
-90
-0.2% -$2.25K 1.15% 41
2022
Q4 		$1.32M Hold
52,575
– – 1.2% 35
2022
Q3 		$1.16M Buy
52,575
+1,425
+3% +$34.6K 1.14% 34
2022
Q2 		$1.22M Buy
51,150
+1,125
+2% +$28.6K 1.11% 37
2022
Q1 		$1.31M Buy
50,025
+6,780
+16% +$178K 1.01% 43
2021
Q4 		$1.17M Buy
43,245
+1,530
+4% +$39.7K 0.85% 47
2021
Q3 		$1.03M Sell
41,715
-1,125
-3% -$28.6K 0.81% 51
2021
Q2 		$1.08M Hold
42,840
– – 0.83% 48
2021
Q1 		$1.04M Buy
42,840
+27,000
+170% +$614K 0.86% 49
2020
Q4 		$339K Buy
+15,840
New +$321K 0.33% 84

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

Outfitter Financial's SCHD Position: Q1 2026 in Review

Outfitter Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q1 2026, selling an estimated $55.1K and leaving 48,955 shares worth $1.5M. The position accounts for 1.16% of the portfolio, ranked #33.

Outfitter Financial first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Outfitter Financial held 48,955 shares of Schwab US Dividend Equity ETF worth $1.5M as of Q1 2026.
  • Outfitter Financial sold 1,815 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $55.1K.
  • Schwab US Dividend Equity ETF made up 1.16% of Outfitter Financial's portfolio in Q1 2026, its #33 holding.
  • Outfitter Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Outfitter Financial's Schwab US Dividend Equity ETF position peaked at $1.56M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.