Paladin Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-189,903	Closed	-$4.78M	–	446
2022 Q4	$4.78M	Buy	189,903 +12,453	+7%	+$307K	4.09%	2
2022 Q3	$3.93M	Buy	177,450 +510	+0.3%	+$12.4K	3.59%	5
2022 Q2	$4.22M	Buy	+176,940	New	+$4.5M	3.63%	4
2022 Q1	–	Sell	-158,568	Closed	-$4.27M	–	463
2021 Q4	$4.27M	Buy	+158,568	New	+$4.12M	3.47%	4

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

Paladin Advisory Group's SCHD Position: Q1 2026 in Review

Paladin Advisory Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 22,912 shares worth $703K. The position accounts for 0.53% of the portfolio, ranked #38.

Paladin Advisory Group first reported a position in SCHD in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.67M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Paladin Advisory Group held 22,912 shares of Schwab US Dividend Equity ETF worth $703K as of Q1 2026.
Paladin Advisory Group left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.53% of Paladin Advisory Group's portfolio in Q1 2026, its #38 holding.
Paladin Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Schwab US Dividend Equity ETF position peaked at $4.67M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.