Patrick M. Sweeney & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Patrick M. Sweeney & Associates’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	$717K	Buy	23,356 +609	+3%	+$18.5K	0.46%	56
2025 Q4	$624K	Buy	22,747 +2,113	+10%	+$57.5K	0.39%	66
2025 Q3	$563K	Buy	20,634 +2,099	+11%	+$57.3K	0.36%	68
2025 Q2	$507K	Buy	18,535 +2,790	+18%	+$72.9K	0.35%	76
2025 Q1	$440K	Buy	15,745 +645	+4%	+$18K	0.33%	79
2024 Q4	$413K	Buy	15,100 +475	+3%	+$13.5K	0.31%	83
2024 Q3	$412K	Buy	14,625 +3,327	+29%	+$90.6K	0.3%	83
2024 Q2	$283K	Buy	11,298 +2,235	+25%	+$58.2K	0.23%	110
2024 Q1	$244K	Buy	9,063 +255	+3%	+$6.59K	0.2%	117
2023 Q4	$224K	Buy	+8,808	New	+$210K	0.2%	111

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

Patrick M. Sweeney & Associates's SCHD Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q1 2026, buying an estimated $18.5K and bringing the position to 23,356 shares worth $717K. The position accounts for 0.46% of the portfolio, ranked #56.

Patrick M. Sweeney & Associates 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.

Patrick M. Sweeney & Associates held 23,356 shares of Schwab US Dividend Equity ETF worth $717K as of Q1 2026.
Patrick M. Sweeney & Associates bought 609 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $18.5K.
Schwab US Dividend Equity ETF made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #56 holding.
Patrick M. Sweeney & Associates 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 Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.