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

PUREfi Wealth’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	$276K	Hold	9,000	–	–	0.18%	151
2025 Q4	$247K	Hold	9,000	–	–	0.19%	136
2025 Q3	$246K	Sell	9,000 -600	-6%	-$16.4K	0.19%	141
2025 Q2	$254K	Buy	+9,600	New	+$251K	0.2%	132

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

PUREfi Wealth's SCHD Position: Q1 2026 in Review

PUREfi Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 9,000 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #151.

PUREfi Wealth first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

PUREfi Wealth held 9,000 shares of Schwab US Dividend Equity ETF worth $276K as of Q1 2026.
PUREfi Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.18% of PUREfi Wealth's portfolio in Q1 2026, its #151 holding.
PUREfi Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.