Proficio Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Proficio Capital 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	$263K	Hold	8,577	–	–	0.01%	218
2025 Q4	$235K	Sell	8,577 -5,430	-39%	-$148K	0.02%	219
2025 Q3	$382K	Hold	14,007	–	–	0.03%	150
2025 Q2	$371K	Hold	14,007	–	–	0.02%	295
2025 Q1	$392K	Hold	14,007	–	–	0.03%	249
2024 Q4	$383K	Buy	14,007 +2,007	+17%	+$57.1K	0.03%	231
2024 Q3	$338K	Hold	12,000	–	–	0.03%	200
2024 Q2	$311K	Hold	12,000	–	–	0.03%	244
2024 Q1	$323K	Sell	12,000 -2,088	-15%	-$53.9K	0.04%	233
2023 Q4	$358K	Hold	14,088	–	–	0.04%	190
2023 Q3	$332K	Buy	+14,088	New	+$346K	0.04%	199
2019 Q3	–	Sell	-4,500	Closed	-$80K	–	1262
2019 Q2	$80K	Hold	4,500	–	–	0.03%	255
2019 Q1	$78K	Hold	4,500	–	–	0.03%	243
2018 Q4	$70K	Hold	4,500	–	–	0.03%	224
2018 Q3	$80K	Hold	4,500	–	–	0.03%	241
2018 Q2	$74K	Hold	4,500	–	–	0.03%	262
2018 Q1	$74K	Sell	4,500 -885	-16%	-$15.1K	0.02%	262
2017 Q4	$92K	Sell	5,385 -10,251	-66%	-$168K	0.03%	220
2017 Q3	$244K	Sell	15,636 -38,205	-71%	-$584K	0.1%	131
2017 Q2	$823K	Sell	53,841 -41,595	-44%	-$624K	0.34%	63
2017 Q1	$1.43M	Sell	95,436 -138,765	-59%	-$2.05M	0.63%	41
2016 Q4	$3.4M	Buy	234,201 +7,290	+3%	+$104K	1.44%	11
2016 Q3	$3.2M	Sell	226,911 -8,835	-4%	-$125K	1.85%	8
2016 Q2	$3.34M	Buy	235,746 +218,565	+1,272%	+$2.95M	2.1%	7
2016 Q1	$230K	Buy	17,181 +8,805	+105%	+$112K	0.19%	92
2015 Q4	$108K	Buy	+8,376	New	+$108K	0.11%	101

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

Proficio Capital Partners's SCHD Position: Q1 2026 in Review

Proficio Capital Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 8,577 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #218.

Proficio Capital Partners first reported a position in SCHD in Q4 2015 and has held it in 26 quarters since. The position peaked at $3.4M in Q4 2016. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Proficio Capital Partners held 8,577 shares of Schwab US Dividend Equity ETF worth $263K as of Q1 2026.
Proficio Capital Partners left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #218 holding.
Proficio Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 26 quarters since.
Proficio Capital Partners's Schwab US Dividend Equity ETF position peaked at $3.4M in Q4 2016.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.