&Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

&Partners’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	$16.2M	Buy	528,237 +50,418	+11%	+$1.53M	0.08%	234
2025 Q4	$13.1M	Buy	477,819 +22,813	+5%	+$620K	0.07%	258
2025 Q3	$12.4M	Buy	455,006 +35,420	+8%	+$966K	0.08%	231
2025 Q2	$11.1M	Sell	419,586 -11,506	-3%	-$300K	0.09%	222
2025 Q1	$11.8M	Buy	431,092 +23,239	+6%	+$648K	0.13%	157
2024 Q4	$11.2M	Buy	407,853 +66,633	+20%	+$1.89M	0.13%	153
2024 Q3	$9.65M	Buy	341,220 +207,708	+156%	+$5.66M	0.19%	122
2024 Q2	$3.46M	Buy	133,512 +101,457	+317%	+$2.64M	0.15%	151
2024 Q1	$862K	Buy	32,055 +11,091	+53%	+$287K	0.12%	174
2023 Q4	$533K	Buy	+20,964	New	+$500K	0.13%	149

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

&Partners's SCHD Position: Q1 2026 in Review

&Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $1.53M and bringing the position to 528,237 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #234.

&Partners first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

&Partners held 528,237 shares of Schwab US Dividend Equity ETF worth $16.2M as of Q1 2026.
&Partners bought 50,418 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.53M.
Schwab US Dividend Equity ETF made up 0.08% of &Partners's portfolio in Q1 2026, its #234 holding.
&Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.