Retirement Guys Formula’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Retirement Guys Formula’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	$1.25M	Sell	40,647 -703	-2%	-$21.3K	0.57%	77
2025 Q4	$1.13M	Buy	41,350 +113	+0.3%	+$3.07K	0.52%	77
2025 Q3	$1.13M	Sell	41,237 -5,689	-12%	-$155K	0.4%	81
2025 Q2	$1.24M	Buy	46,926 +171	+0.4%	+$4.47K	0.47%	74
2025 Q1	$1.31M	Buy	46,755 +233	+0.5%	+$6.5K	0.65%	63
2024 Q4	$1.27M	Buy	46,522 +133	+0.3%	+$3.78K	0.64%	50
2024 Q3	$1.31M	Sell	46,389 -180	-0.4%	-$4.9K	0.61%	57
2024 Q2	$1.21M	Sell	46,569 -24	-0.1%	-$625	0.58%	63
2024 Q1	$1.25M	Buy	46,593 +423	+0.9%	+$10.9K	0.61%	54
2023 Q4	$1.17M	Sell	46,170 -1,251	-3%	-$29.8K	0.63%	38
2023 Q3	$1.12M	Sell	47,421 -378	-0.8%	-$9.28K	0.78%	29
2023 Q2	$1.16M	Buy	47,799 +384	+0.8%	+$9.18K	0.67%	37
2023 Q1	$1.16M	Sell	47,415 -369	-0.8%	-$9.22K	0.83%	32
2022 Q4	$1.2M	Sell	47,784 -519	-1%	-$12.8K	0.99%	25
2022 Q3	$1.07M	Sell	48,303 -843	-2%	-$20.5K	1.13%	16
2022 Q2	$1.17M	Sell	49,146 -6,843	-12%	-$174K	1.2%	17
2022 Q1	$1.47M	Sell	55,989 -81,663	-59%	-$2.14M	0.99%	18
2021 Q4	$3.71M	Buy	+137,652	New	+$3.58M	2.94%	10

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

Retirement Guys Formula's SCHD Position: Q1 2026 in Review

Retirement Guys Formula reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q1 2026, selling an estimated $21.3K and leaving 40,647 shares worth $1.25M. The position accounts for 0.57% of the portfolio, ranked #77.

Retirement Guys Formula first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.71M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Retirement Guys Formula held 40,647 shares of Schwab US Dividend Equity ETF worth $1.25M as of Q1 2026.
Retirement Guys Formula sold 703 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $21.3K.
Schwab US Dividend Equity ETF made up 0.57% of Retirement Guys Formula's portfolio in Q1 2026, its #77 holding.
Retirement Guys Formula first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Retirement Guys Formula's Schwab US Dividend Equity ETF position peaked at $3.71M in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.