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

Rench 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	$822K	Sell	26,808 -398	-1%	-$12.1K	0.25%	43
2025 Q4	$746K	Sell	27,206 -662	-2%	-$18K	0.21%	45
2025 Q3	$761K	Sell	27,868 -1,102	-4%	-$30.1K	0.22%	41
2025 Q2	$768K	Sell	28,970 -196	-0.7%	-$5.12K	0.24%	40
2025 Q1	$815K	Sell	29,166 -1,310	-4%	-$36.5K	0.28%	40
2024 Q4	$833K	Buy	30,476 +1,379	+5%	+$39.2K	0.28%	40
2024 Q3	$820K	Sell	29,097 -1,083	-4%	-$29.5K	0.28%	39
2024 Q2	$782K	Sell	30,180 -1,101	-4%	-$28.7K	0.28%	38
2024 Q1	$841K	Buy	31,281 +3,678	+13%	+$95K	0.32%	38
2023 Q4	$701K	Sell	27,603 -1,134	-4%	-$27K	0.3%	39
2023 Q3	$678K	Buy	28,737 +1,035	+4%	+$25.4K	0.31%	39
2023 Q2	$671K	Sell	27,702 -1,083	-4%	-$25.9K	0.29%	38
2023 Q1	$702K	Sell	28,785 -840	-3%	-$21K	0.34%	38
2022 Q4	$746K	Buy	29,625 +111	+0.4%	+$2.74K	0.38%	38
2022 Q3	$654K	Sell	29,514 -1,926	-6%	-$46.8K	0.37%	36
2022 Q2	$751K	Sell	31,440 -3,900	-11%	-$99.2K	0.38%	37
2022 Q1	$929K	Sell	35,340 -2,781	-7%	-$72.8K	0.42%	36
2021 Q4	$1.03M	Buy	38,121 +645	+2%	+$16.8K	0.46%	33
2021 Q3	$927K	Buy	37,476 +132	+0.4%	+$3.35K	0.46%	32
2021 Q2	$941K	Sell	37,344 -3,081	-8%	-$77.8K	0.47%	32
2021 Q1	$983K	Buy	40,425 +942	+2%	+$21.4K	0.51%	32
2020 Q4	$844K	Buy	39,483 +438	+1%	+$8.88K	0.48%	32
2020 Q3	$720K	Buy	39,045 +2,394	+7%	+$44.1K	0.46%	31
2020 Q2	$632K	Buy	36,651 +504	+1%	+$8.51K	0.43%	31
2020 Q1	$542K	Sell	36,147 -891	-2%	-$16K	0.42%	31
2019 Q4	$715K	Sell	37,038 -3,153	-8%	-$59.1K	0.41%	36
2019 Q3	$734K	Sell	40,191 -465	-1%	-$8.32K	0.47%	36
2019 Q2	$719K	Sell	40,656 -2,124	-5%	-$37.4K	0.46%	41
2019 Q1	$746K	Sell	42,780 -1,146	-3%	-$19.3K	0.49%	41
2018 Q4	$688K	Sell	43,926 -4,983	-10%	-$83K	0.5%	40
2018 Q3	$864K	Sell	48,909 -23,325	-32%	-$404K	0.58%	41
2018 Q2	$1.19M	Sell	72,234 -10,605	-13%	-$175K	0.86%	40
2018 Q1	$1.35M	Sell	82,839 -1,995	-2%	-$34K	0.93%	41
2017 Q4	$1.45M	Buy	84,834 +7,218	+9%	+$119K	0.94%	41
2017 Q3	$1.21M	Buy	77,616 +49,419	+175%	+$756K	0.83%	42
2017 Q2	$424K	Buy	28,197 +1,242	+5%	+$18.6K	0.31%	42
2017 Q1	$401K	Sell	26,955 -9,486	-26%	-$140K	0.3%	42
2016 Q4	$529K	Sell	36,441 -426	-1%	-$6.05K	0.42%	39
2016 Q3	$520K	Buy	36,867 +15,537	+73%	+$219K	0.42%	40
2016 Q2	$295K	Sell	21,330 -564	-3%	-$7.6K	0.24%	38
2016 Q1	$293K	Buy	21,894 +897	+4%	+$11.4K	0.24%	36
2015 Q4	$270K	Sell	20,997 -2,067	-9%	-$26.6K	0.23%	37
2015 Q3	$276K	Buy	23,064 +1,302	+6%	+$16.3K	0.25%	37
2015 Q2	$278K	Sell	21,762 -1,077	-5%	-$14.3K	0.24%	39
2015 Q1	$300K	Buy	22,839 +2,301	+11%	+$30.6K	0.26%	39
2014 Q4	$273K	Sell	20,538 -3,348	-14%	-$43.8K	0.23%	38
2014 Q3	$307K	Sell	23,886 -1,116	-4%	-$14.3K	0.26%	37
2014 Q2	$319K	Buy	+25,002	New	+$314K	0.28%	38

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

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

Rench Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q1 2026, selling an estimated $12.1K and leaving 26,808 shares worth $822K. The position accounts for 0.25% of the portfolio, ranked #43.

Rench Wealth Management first reported a position in SCHD in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.45M in Q4 2017. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Rench Wealth Management held 26,808 shares of Schwab US Dividend Equity ETF worth $822K as of Q1 2026.
Rench Wealth Management sold 398 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $12.1K.
Schwab US Dividend Equity ETF made up 0.25% of Rench Wealth Management's portfolio in Q1 2026, its #43 holding.
Rench Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2014 and has held it in 48 quarters since.
Rench Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.45M in Q4 2017.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.