Peak Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peak Financial Management’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	$239K	Hold	7,802	–	–	0.06%	86
2025 Q4	$214K	Buy	+7,802	New	+$212K	0.06%	95
2025 Q3	–	Sell	-7,905	Closed	-$209K	–	104
2025 Q2	$209K	Hold	7,905	–	–	0.06%	92
2025 Q1	$221K	Hold	7,905	–	–	0.07%	84
2024 Q4	$216K	Hold	7,905	–	–	0.06%	93
2024 Q3	$223K	Hold	7,905	–	–	0.07%	95
2024 Q2	$205K	Hold	7,905	–	–	0.06%	93
2024 Q1	$212K	Buy	+7,905	New	+$204K	0.07%	92

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

Peak Financial Management's SCHD Position: Q1 2026 in Review

Peak Financial Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 7,802 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #86.

Peak Financial Management first reported a position in SCHD in Q1 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Peak Financial Management held 7,802 shares of Schwab US Dividend Equity ETF worth $239K as of Q1 2026.
Peak Financial Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.06% of Peak Financial Management's portfolio in Q1 2026, its #86 holding.
Peak Financial Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.