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

Perfromance Wealth 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	$203K	Buy	+6,617	New	+$201K	0.01%	208
2023 Q4	–	Sell	-499,038	Closed	-$11.8M	–	176
2023 Q3	$11.8M	Sell	499,038 -13,875	-3%	-$340K	0.57%	19
2023 Q2	$12.4M	Buy	512,913 +11,343	+2%	+$271K	0.57%	16
2023 Q1	$12.2M	Buy	501,570 +143,994	+40%	+$3.6M	0.63%	17
2022 Q4	$9M	Buy	+357,576	New	+$8.83M	0.54%	21

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

Perfromance Wealth Partners's SCHD Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 6,617 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in SCHD as recently as Q3 2023.

Perfromance Wealth Partners first reported a position in SCHD in Q4 2022 and has held it in 5 quarters since. The position peaked at $12.4M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Perfromance Wealth Partners held 6,617 shares of Schwab US Dividend Equity ETF worth $203K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Perfromance Wealth Partners position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #208 holding.
Perfromance Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 5 quarters since.
Perfromance Wealth Partners's Schwab US Dividend Equity ETF position peaked at $12.4M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.