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Presidio Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Presidio Capital 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 		– Sell
-16,708
Closed -$458K – 81
2025
Q4 		$458K Sell
16,708
-912,308
-98% -$24.8M 0.14% 44
2025
Q3 		$25.4M Buy
929,016
+3,742
+0.4% +$102K 8.89% 3
2025
Q2 		$24.5M Sell
925,274
-471,138
-34% -$12.3M 9.44% 3
2025
Q1 		$39M Buy
1,396,412
+343,887
+33% +$9.59M 15.92% 1
2024
Q4 		$28.8M Buy
1,052,525
+205,256
+24% +$5.84M 15.4% 1
2024
Q3 		$23.9M Buy
847,269
+78,918
+10% +$2.15M 15.26% 1
2024
Q2 		$19.9M Sell
768,351
-35,253
-4% -$918K 13.92% 2
2024
Q1 		$21.6M Buy
803,604
+274,818
+52% +$7.1M 15.75% 2
2023
Q4 		$13.4M Buy
528,786
+30,798
+6% +$734K 10.48% 4
2023
Q3 		$11.7M Buy
497,988
+33,339
+7% +$818K 10.31% 4
2023
Q2 		$11.2M Buy
464,649
+23,268
+5% +$556K 9.01% 5
2023
Q1 		$10.8M Sell
441,381
-16,284
-4% -$407K 9.34% 4
2022
Q4 		$11.5M Sell
457,665
-81,792
-15% -$2.02M 10.44% 5
2022
Q3 		$11.9M Buy
539,457
+9,027
+2% +$219K 12.82% 5
2022
Q2 		$12.7M Sell
530,430
-1,344
-0.3% -$34.2K 13.59% 4
2022
Q1 		$14M Buy
531,774
+5,727
+1% +$150K 12.12% 4
2021
Q4 		$14.2M Buy
+526,047
New +$13.7M 12.17% 5

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Presidio Capital Management's SCHD Position: Q1 2026 in Review

Presidio Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 16,708 shares — an estimated $458K sold.

Presidio Capital Management first reported a position in SCHD in Q4 2021 and held it in 17 quarters. The position peaked at $39M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Presidio Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Presidio Capital Management sold 16,708 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $458K.
  • Presidio Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 17 quarters.
  • Presidio Capital Management's Schwab US Dividend Equity ETF position peaked at $39M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Presidio Capital Management's 13F filing for Q1 2026, filed 8 Apr 2026.