Quotient Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Quotient Wealth Partners's SCHD Position: Q1 2026 in Review
Quotient Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.9% in Q1 2026, selling an estimated $14K and leaving 7,369 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #341.
Quotient Wealth Partners first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Quotient Wealth Partners held 7,369 shares of Schwab US Dividend Equity ETF worth $226K as of Q1 2026.
- Quotient Wealth Partners sold 462 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $14K.
- Schwab US Dividend Equity ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #341 holding.
- Quotient Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
- Quotient Wealth Partners's Schwab US Dividend Equity ETF position peaked at $296K in Q2 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.