Parallel Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Sell |
401,970
-37,988
| -9% | -$1.15M | 0.22% | 69 |
|
|
2025
Q4 | $12.1M | Sell |
439,958
-53,237
| -11% | -$1.45M | 0.22% | 70 |
|
|
2025
Q3 | $13.5M | Sell |
493,195
-76,560
| -13% | -$2.09M | 0.25% | 63 |
|
|
2025
Q2 | $15.1M | Sell |
569,755
-56,732
| -9% | -$1.48M | 0.3% | 57 |
|
|
2025
Q1 | $17.5M | Buy |
626,487
+1,252
| +0.2% | +$34.9K | 0.4% | 46 |
|
|
2024
Q4 | $17.1M | Sell |
625,235
-37,672
| -6% | -$1.07M | 0.38% | 47 |
|
|
2024
Q3 | $18.7M | Sell |
662,907
-960
| -0.1% | -$26.2K | 0.44% | 42 |
|
|
2024
Q2 | $17.2M | Sell |
663,867
-48,072
| -7% | -$1.25M | 0.44% | 40 |
|
|
2024
Q1 | $19.1M | Sell |
711,939
-53,772
| -7% | -$1.39M | 0.52% | 30 |
|
|
2023
Q4 | $19.4M | Sell |
765,711
-2,921,853
| -79% | -$69.6M | 0.58% | 25 |
|
|
2023
Q3 | $87M | Sell |
3,687,564
-1,238,112
| -25% | -$30.4M | 2.9% | 4 |
|
|
2023
Q2 | $119M | Buy |
4,925,676
+405,987
| +9% | +$9.7M | 3.84% | 3 |
|
|
2023
Q1 | $110M | Buy |
4,519,689
+1,134,513
| +34% | +$28.4M | 3.72% | 3 |
|
|
2022
Q4 | $85.2M | Buy |
3,385,176
+1,562,376
| +86% | +$38.6M | 3.7% | 3 |
|
|
2022
Q3 | $40.4M | Buy |
1,822,800
+201,585
| +12% | +$4.9M | 1.86% | 6 |
|
|
2022
Q2 | $38.7M | Buy |
1,621,215
+1,535,868
| +1,800% | +$39.1M | 1.78% | 7 |
|
|
2022
Q1 | $2.27M | Buy |
85,347
+16,242
| +24% | +$425K | 0.09% | 152 |
|
|
2021
Q4 | $1.86M | Buy |
69,105
+615
| +0.9% | +$16K | 0.07% | 183 |
|
|
2021
Q3 | $1.7M | Sell |
68,490
-6,282
| -8% | -$160K | 0.07% | 181 |
|
|
2021
Q2 | $1.89M | Buy |
74,772
+24,021
| +47% | +$607K | 0.08% | 171 |
|
|
2021
Q1 | $1.23M | Buy |
50,751
+46,410
| +1,069% | +$1.06M | 0.06% | 202 |
|
|
2020
Q4 | $93K | Buy |
4,341
+195
| +5% | +$3.95K | 0.01% | 835 |
|
|
2020
Q3 | $76K | Buy |
4,146
+558
| +16% | +$10.3K | ﹤0.01% | 886 |
|
|
2020
Q2 | $61K | Buy |
3,588
+234
| +7% | +$3.95K | ﹤0.01% | 967 |
|
|
2020
Q1 | $50K | Sell |
3,354
-6,174
| -65% | -$111K | ﹤0.01% | 946 |
|
|
2019
Q4 | $184K | Sell |
9,528
-429
| -4% | -$8.04K | 0.01% | 542 |
|
|
2019
Q3 | $182K | Sell |
9,957
-765
| -7% | -$13.7K | 0.02% | 507 |
|
|
2019
Q2 | $190K | Buy |
10,722
+1,551
| +17% | +$27.3K | 0.02% | 459 |
|
|
2019
Q1 | $160K | Sell |
9,171
-11,322
| -55% | -$190K | 0.02% | 477 |
|
|
2018
Q4 | $320K | Buy |
20,493
+2,208
| +12% | +$36.8K | 0.04% | 267 |
|
|
2018
Q3 | $323K | Buy |
18,285
+18,243
| +43,436% | +$316K | 0.04% | 286 |
|
|
2018
Q2 | $0 | Sell |
42
-3
| -7% | -$49 | ﹤0.01% | 2186 |
|
|
2018
Q1 | $1K | Buy |
45
+3
| +7% | +$51 | ﹤0.01% | 2005 |
|
|
2017
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 2002 |
|
|
2017
Q3 | $1K | Buy |
42
+3
| +8% | +$46 | ﹤0.01% | 2007 |
|
|
2017
Q2 | $1K | Sell |
39
-18
| -32% | -$270 | ﹤0.01% | 2020 |
|
|
2017
Q1 | $1K | Buy |
57
+18
| +46% | +$265 | ﹤0.01% | 1912 |
|
|
2016
Q4 | $1K | Buy |
+39
| New | +$554 | ﹤0.01% | 1729 |
|
Other funds holding SCHD
RIM
SLI
Parallel Advisors's SCHD Position: Q1 2026 in Review
Parallel Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.6% in Q1 2026, selling an estimated $1.15M and leaving 401,970 shares worth $12.3M. The position accounts for 0.22% of the portfolio, ranked #69.
Parallel Advisors first reported a position in SCHD in Q4 2016 and has held it in 38 quarters since. The position peaked at $119M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Parallel Advisors held 401,970 shares of Schwab US Dividend Equity ETF worth $12.3M as of Q1 2026.
- Parallel Advisors sold 37,988 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.15M.
- Schwab US Dividend Equity ETF made up 0.22% of Parallel Advisors's portfolio in Q1 2026, its #69 holding.
- Parallel Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's Schwab US Dividend Equity ETF position peaked at $119M in Q2 2023.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.