Paces Ferry Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Paces Ferry Wealth Advisors’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	$17.8M	Buy	580,458 +9,856	+2%	+$299K	7.39%	2
2025 Q4	$15.7M	Buy	570,602 +50,728	+10%	+$1.38M	6.36%	3
2025 Q3	$14.2M	Buy	519,874 +13,728	+3%	+$375K	5.91%	4
2025 Q2	$13.4M	Buy	506,146 +57,258	+13%	+$1.5M	6.16%	3
2025 Q1	$12.6M	Buy	448,888 +20,158	+5%	+$562K	6.25%	4
2024 Q4	$11.7M	Buy	428,730 +56,715	+15%	+$1.61M	5.69%	4
2024 Q3	$10.5M	Buy	372,015 +33,555	+10%	+$914K	6.03%	3
2024 Q2	$8.77M	Buy	338,460 +27,552	+9%	+$717K	5.29%	5
2024 Q1	$8.36M	Buy	310,908 +149,538	+93%	+$3.86M	5.35%	3
2023 Q4	$4.1M	Buy	161,370 +25,947	+19%	+$618K	2.85%	10
2023 Q3	$3.19M	Sell	135,423 -3,627	-3%	-$89K	2.53%	10
2023 Q2	$3.37M	Buy	139,050 +17,757	+15%	+$424K	2.53%	10
2023 Q1	$2.96M	Buy	+121,293	New	+$3.03M	2.39%	11
2020 Q4	–	Sell	-18	Closed	–	–	925
2020 Q3	$0	Buy	+18	New	+$331	﹤0.01%	1234

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

Paces Ferry Wealth Advisors's SCHD Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q1 2026, buying an estimated $299K and bringing the position to 580,458 shares worth $17.8M. The position accounts for 7.39% of the portfolio, ranked #2.

Paces Ferry Wealth Advisors first reported a position in SCHD in Q3 2020 and has held it in 14 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Paces Ferry Wealth Advisors held 580,458 shares of Schwab US Dividend Equity ETF worth $17.8M as of Q1 2026.
Paces Ferry Wealth Advisors bought 9,856 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $299K.
Schwab US Dividend Equity ETF made up 7.39% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Paces Ferry Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 14 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.