Personal CFO Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Personal CFO Solutions’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	$5.24M	Sell	170,652 -5,236	-3%	-$159K	0.74%	24
2025 Q4	$4.82M	Sell	175,888 -19,979	-10%	-$543K	0.77%	21
2025 Q3	$5.35M	Buy	+195,867	New	+$5.34M	0.94%	13
2025 Q2	–	Sell	-204,016	Closed	-$5.7M	–	506
2025 Q1	$5.7M	Buy	204,016 +3,349	+2%	+$93.4K	1.16%	11
2024 Q4	$5.48M	Buy	200,667 +3,297	+2%	+$93.7K	1.08%	12
2024 Q3	$5.56M	Buy	197,370 +6,909	+4%	+$188K	0.78%	23
2024 Q2	$4.94M	Buy	190,461 +14,142	+8%	+$368K	0.76%	23
2024 Q1	$4.74M	Buy	176,319 +163,497	+1,275%	+$4.22M	0.74%	23
2023 Q4	$325K	Buy	12,822 +3,183	+33%	+$75.9K	0.06%	352
2023 Q3	$227K	Buy	+9,639	New	+$237K	0.04%	397

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

Personal CFO Solutions's SCHD Position: Q1 2026 in Review

Personal CFO Solutions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q1 2026, selling an estimated $159K and leaving 170,652 shares worth $5.24M. The position accounts for 0.74% of the portfolio, ranked #24.

Personal CFO Solutions first reported a position in SCHD in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.7M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Personal CFO Solutions held 170,652 shares of Schwab US Dividend Equity ETF worth $5.24M as of Q1 2026.
Personal CFO Solutions sold 5,236 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $159K.
Schwab US Dividend Equity ETF made up 0.74% of Personal CFO Solutions's portfolio in Q1 2026, its #24 holding.
Personal CFO Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 10 quarters since.
Personal CFO Solutions's Schwab US Dividend Equity ETF position peaked at $5.7M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.