Peoples Bank (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peoples Bank (Ohio)’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	$223K	Sell	7,255 -46	-0.6%	-$1.4K	0.14%	92
2025 Q4	$200K	Buy	+7,301	New	+$199K	0.12%	96
2025 Q3	–	Sell	-11,459	Closed	-$304K	–	99
2025 Q2	$304K	Sell	11,459 -66,038	-85%	-$1.72M	0.19%	73
2025 Q1	$2.17M	Sell	77,497 -7,525	-9%	-$210K	1.42%	20
2024 Q4	$2.32M	Sell	85,022 -1,297	-2%	-$36.9K	1.37%	19
2024 Q3	$2.43M	Sell	86,319 -9,402	-10%	-$256K	1.24%	20
2024 Q2	$2.48M	Sell	95,721 -7,284	-7%	-$190K	1.29%	20
2024 Q1	$2.77M	Buy	103,005 +6,753	+7%	+$174K	1.54%	18
2023 Q4	$2.44M	Sell	96,252 -1,119	-1%	-$26.7K	1.44%	18
2023 Q3	$2.3M	Sell	97,371 -4,170	-4%	-$102K	1.5%	18
2023 Q2	$2.46M	Sell	101,541 -67,986	-40%	-$1.62M	1.5%	18
2023 Q1	$4.13M	Sell	169,527 -42,306	-20%	-$1.06M	2.64%	11
2022 Q4	$5.33M	Sell	211,833 -8,994	-4%	-$222K	3.44%	6
2022 Q3	$4.89M	Buy	220,827 +2,823	+1%	+$68.6K	3.28%	9
2022 Q2	$5.21M	Sell	218,004 -4,686	-2%	-$119K	3.22%	8
2022 Q1	$5.86M	Buy	222,690 +59,835	+37%	+$1.57M	2.94%	9
2021 Q4	$4.39M	Sell	162,855 -1,008	-0.6%	-$26.2K	2.16%	12
2021 Q3	$4.05M	Buy	163,863 +1,788	+1%	+$45.4K	2.16%	13
2021 Q2	$4.08M	Buy	162,075 +6,774	+4%	+$171K	2.15%	14
2021 Q1	$3.77M	Buy	155,301 +16,458	+12%	+$374K	2.05%	15
2020 Q4	$2.97M	Buy	138,843 +813	+0.6%	+$16.5K	1.75%	15
2020 Q3	$2.54M	Buy	+138,030	New	+$2.54M	1.73%	16

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

Peoples Bank (Ohio)'s SCHD Position: Q1 2026 in Review

Peoples Bank (Ohio) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.63% in Q1 2026, selling an estimated $1.4K and leaving 7,255 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #92.

Peoples Bank (Ohio) first reported a position in SCHD in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.86M in Q1 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Peoples Bank (Ohio) held 7,255 shares of Schwab US Dividend Equity ETF worth $223K as of Q1 2026.
Peoples Bank (Ohio) sold 46 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.4K.
Schwab US Dividend Equity ETF made up 0.14% of Peoples Bank (Ohio)'s portfolio in Q1 2026, its #92 holding.
Peoples Bank (Ohio) first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 22 quarters since.
Peoples Bank (Ohio)'s Schwab US Dividend Equity ETF position peaked at $5.86M in Q1 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.