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

Provident 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	$279K	Buy	9,101 +194	+2%	+$5.88K	0.08%	64
2025 Q4	$244K	Hold	8,907	–	–	0.07%	71
2025 Q3	$243K	Hold	8,907	–	–	0.07%	75
2025 Q2	$236K	Hold	8,907	–	–	0.08%	74
2025 Q1	$249K	Hold	8,907	–	–	0.09%	65
2024 Q4	$243K	Hold	8,907	–	–	0.08%	73
2024 Q3	$251K	Hold	8,907	–	–	0.09%	75
2024 Q2	$231K	Hold	8,907	–	–	0.08%	72
2024 Q1	$239K	Buy	+8,907	New	+$230K	0.09%	60
2022 Q3	–	Sell	-45	Closed	-$1K	–	95
2022 Q2	$1K	Buy	+45	New	+$1.15K	﹤0.01%	92
2020 Q4	–	Sell	-1,377	Closed	-$25K	–	226
2020 Q3	$25K	Hold	1,377	–	–	0.03%	126
2020 Q2	$24K	Buy	+1,377	New	+$23.3K	0.03%	60

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

Provident Wealth Management's SCHD Position: Q1 2026 in Review

Provident Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q1 2026, buying an estimated $5.88K and bringing the position to 9,101 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #64.

Provident Wealth Management first reported a position in SCHD in Q2 2020 and has held it in 12 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Provident Wealth Management held 9,101 shares of Schwab US Dividend Equity ETF worth $279K as of Q1 2026.
Provident Wealth Management bought 194 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.88K.
Schwab US Dividend Equity ETF made up 0.08% of Provident Wealth Management's portfolio in Q1 2026, its #64 holding.
Provident Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 12 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.