Rehmann Capital Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rehmann Capital Advisory Group’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	$324K	Sell	10,557 -5,844	-36%	-$177K	0.02%	523
2025 Q4	$450K	Buy	16,401 +4,332	+36%	+$118K	0.02%	422
2025 Q3	$330K	Sell	12,069 -423	-3%	-$11.5K	0.02%	473
2025 Q2	$331K	Buy	12,492 +2,713	+28%	+$70.9K	0.02%	448
2025 Q1	$273K	Buy	9,779 +360	+4%	+$10K	0.02%	503
2024 Q4	$257K	Buy	9,419 +95	+1%	+$2.7K	0.02%	512
2024 Q3	$263K	Buy	9,324 +144	+2%	+$3.92K	0.02%	506
2024 Q2	$238K	Sell	9,180 -231	-2%	-$6.01K	0.02%	514
2024 Q1	$253K	Buy	9,411 +345	+4%	+$8.91K	0.02%	494
2023 Q4	$230K	Buy	+9,066	New	+$216K	0.02%	501
2022 Q3	–	Sell	-10,011	Closed	-$239K	–	544
2022 Q2	$239K	Buy	+10,011	New	+$255K	0.03%	428
2019 Q3	–	Sell	-2,754	Closed	-$48.8K	–	2033
2019 Q2	$48.8K	Buy	2,754 +1,026	+59%	+$18K	0.01%	842
2019 Q1	$30.2K	Buy	+1,728	New	+$29.1K	﹤0.01%	981
2018 Q4	–	Sell	-1,704	Closed	-$30.1K	–	2066
2018 Q3	$30.1K	Buy	1,704 +12	+0.7%	+$208	﹤0.01%	991
2018 Q2	$27.8K	Buy	+1,692	New	+$27.9K	﹤0.01%	993

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

Rehmann Capital Advisory Group's SCHD Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 36% in Q1 2026, selling an estimated $177K and leaving 10,557 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #523.

Rehmann Capital Advisory Group first reported a position in SCHD in Q2 2018 and has held it in 15 quarters since. The position peaked at $450K in Q4 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Rehmann Capital Advisory Group held 10,557 shares of Schwab US Dividend Equity ETF worth $324K as of Q1 2026.
Rehmann Capital Advisory Group sold 5,844 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $177K.
Schwab US Dividend Equity ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #523 holding.
Rehmann Capital Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 15 quarters since.
Rehmann Capital Advisory Group's Schwab US Dividend Equity ETF position peaked at $450K in Q4 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.