Physician Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Physician Wealth Advisors’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	$2.62M	Buy	85,371 +2,689	+3%	+$81.6K	0.36%	43
2025 Q4	$2.27M	Sell	82,682 -1,474	-2%	-$40.1K	0.32%	48
2025 Q3	$2.3M	Sell	84,156 -14,830	-15%	-$405K	0.33%	48
2025 Q2	$2.62M	Sell	98,986 -2,956	-3%	-$77.2K	0.41%	43
2025 Q1	$2.85M	Buy	101,942 +126	+0.1%	+$3.51K	0.49%	40
2024 Q4	$2.78M	Sell	101,816 -203,515	-67%	-$5.79M	0.47%	38
2024 Q3	$2.91M	Buy	305,331 +192,750	+171%	+$5.25M	0.52%	35
2024 Q2	$3.05M	Sell	112,581 -1,542	-1%	-$40.1K	0.56%	34
2024 Q1	$2.89M	Sell	114,123 -414	-0.4%	-$10.7K	0.61%	34
2023 Q4	$2.94M	Sell	114,537 -2,508	-2%	-$59.8K	0.66%	30
2023 Q3	$2.75M	Buy	117,045 +810	+0.7%	+$19.9K	0.71%	29
2023 Q2	$2.83M	Buy	116,235 +16,293	+16%	+$389K	0.7%	28
2023 Q1	$2.46M	Sell	99,942 -2,529	-2%	-$63.2K	0.64%	29
2022 Q4	$2.61M	Buy	102,471 +9,288	+10%	+$229K	0.71%	29
2022 Q3	$2.17M	Buy	93,183 +8,487	+10%	+$206K	0.67%	29
2022 Q2	$2.1M	Buy	84,696 +1,683	+2%	+$42.8K	0.61%	30
2022 Q1	$2.18M	Buy	83,013 +6,222	+8%	+$163K	0.58%	34
2021 Q4	$2.09M	Buy	76,791 +2,427	+3%	+$63.1K	0.55%	37
2021 Q3	$1.91M	Buy	74,364 +8,175	+12%	+$208K	0.52%	38
2021 Q2	$1.66M	Buy	66,189 +20,685	+45%	+$522K	0.48%	41
2021 Q1	$1.13M	Buy	45,504 +7,491	+20%	+$170K	0.37%	45
2020 Q4	$852K	Buy	+38,013	New	+$771K	0.29%	50
2020 Q1	–	Sell	-24,393	Closed	-$475K	–	118
2019 Q4	$475K	Hold	24,393	–	–	0.21%	62
2019 Q3	$463K	Buy	+24,393	New	+$437K	0.23%	61

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

Physician Wealth Advisors's SCHD Position: Q1 2026 in Review

Physician Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q1 2026, buying an estimated $81.6K and bringing the position to 85,371 shares worth $2.62M. The position accounts for 0.36% of the portfolio, ranked #43.

Physician Wealth Advisors first reported a position in SCHD in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.05M in Q2 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Physician Wealth Advisors held 85,371 shares of Schwab US Dividend Equity ETF worth $2.62M as of Q1 2026.
Physician Wealth Advisors bought 2,689 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $81.6K.
Schwab US Dividend Equity ETF made up 0.36% of Physician Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Physician Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 24 quarters since.
Physician Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $3.05M in Q2 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.