Perissos Private Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Perissos Private Wealth 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	$804K	Buy	26,205 +95	+0.4%	+$2.88K	0.7%	35
2025 Q4	$716K	Buy	26,110 +586	+2%	+$15.9K	0.62%	40
2025 Q3	$697K	Sell	25,524 -421	-2%	-$11.5K	0.51%	46
2025 Q2	$688K	Buy	25,945 +608	+2%	+$15.9K	0.54%	44
2025 Q1	$708K	Buy	25,337 +507	+2%	+$14.1K	0.65%	40
2024 Q4	$678K	Buy	24,830 +713	+3%	+$20.3K	0.51%	50
2024 Q3	$680K	Buy	24,117 +924	+4%	+$25.2K	0.55%	49
2024 Q2	$601K	Sell	23,193 -7,419	-24%	-$193K	0.54%	47
2024 Q1	$823K	Buy	+30,612	New	+$791K	0.75%	40

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

Perissos Private Wealth Management's SCHD Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q1 2026, buying an estimated $2.88K and bringing the position to 26,205 shares worth $804K. The position accounts for 0.7% of the portfolio, ranked #35.

Perissos Private Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. The position peaked at $823K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Perissos Private Wealth Management held 26,205 shares of Schwab US Dividend Equity ETF worth $804K as of Q1 2026.
Perissos Private Wealth Management bought 95 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.88K.
Schwab US Dividend Equity ETF made up 0.7% of Perissos Private Wealth Management's portfolio in Q1 2026, its #35 holding.
Perissos Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Schwab US Dividend Equity ETF position peaked at $823K in Q1 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.