Parkside Financial Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Parkside Financial Bank & Trust’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	$1.69M	Buy	55,117 +215	+0.4%	+$6.52K	0.13%	111
2025 Q4	$1.51M	Buy	54,902 +4,700	+9%	+$128K	0.11%	117
2025 Q3	$1.37M	Buy	50,202 +4,985	+11%	+$136K	0.11%	124
2025 Q2	$1.2M	Buy	45,217 +6,146	+16%	+$161K	0.13%	121
2025 Q1	$1.09M	Buy	39,071 +12,915	+49%	+$360K	0.14%	124
2024 Q4	$715K	Sell	26,156 -775	-3%	-$22K	0.09%	163
2024 Q3	$759K	Buy	26,931 +15,699	+140%	+$428K	0.11%	147
2024 Q2	$291K	Buy	11,232 +996	+10%	+$25.9K	0.05%	275
2024 Q1	$275K	Buy	10,236 +42	+0.4%	+$1.08K	0.04%	291
2023 Q4	$259K	Buy	10,194 +10,053	+7,130%	+$240K	0.05%	264
2023 Q3	$3.31K	Hold	141	–	–	﹤0.01%	1511
2023 Q2	$3.4K	Buy	141 +21	+18%	+$502	﹤0.01%	1503
2023 Q1	$2.95K	Buy	+120	New	+$3K	﹤0.01%	1571

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 $424B AUM 22.96% 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

Parkside Financial Bank & Trust's SCHD Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.39% in Q1 2026, buying an estimated $6.52K and bringing the position to 55,117 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #111.

Parkside Financial Bank & Trust first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,047 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Parkside Financial Bank & Trust held 55,117 shares of Schwab US Dividend Equity ETF worth $1.69M as of Q1 2026.
Parkside Financial Bank & Trust bought 215 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $6.52K.
Schwab US Dividend Equity ETF made up 0.13% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #111 holding.
Parkside Financial Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,047 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.