RHS Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RHS Financial’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	$1.26M	Sell	41,008 -444	-1%	-$13.5K	0.6%	44
2025 Q4	$1.14M	Sell	41,452 -2,707	-6%	-$73.6K	0.56%	46
2025 Q3	$1.21M	Sell	44,159 -1,809	-4%	-$49.4K	0.63%	43
2025 Q2	$1.22M	Sell	45,968 -4,131	-8%	-$108K	0.69%	42
2025 Q1	$1.4M	Sell	50,099 -8,838	-15%	-$246K	0.79%	39
2024 Q4	$1.61M	Sell	58,937 -2,740	-4%	-$77.9K	0.83%	39
2024 Q3	$1.74M	Buy	61,677 +20,625	+50%	+$562K	0.87%	34
2024 Q2	$1.06M	Sell	41,052 -34,932	-46%	-$909K	0.65%	41
2024 Q1	$2.04M	Sell	75,984 -69	-0.1%	-$1.78K	1.19%	24
2023 Q4	$1.93M	Buy	76,053 +5,541	+8%	+$132K	1.22%	21
2023 Q3	$1.66M	Sell	70,512 -2,553	-3%	-$62.6K	1.16%	23
2023 Q2	$1.77M	Sell	73,065 -50,397	-41%	-$1.2M	1.3%	21
2023 Q1	$3.01M	Buy	123,462 +18,318	+17%	+$458K	2.29%	13
2022 Q4	$2.65M	Buy	105,144 +84,078	+399%	+$2.08M	2.11%	15
2022 Q3	$466K	Buy	21,066 +8,466	+67%	+$206K	0.41%	50
2022 Q2	$301K	Sell	12,600 -32,730	-72%	-$833K	0.25%	66
2022 Q1	$1.19M	Sell	45,330 -25,872	-36%	-$677K	0.88%	36
2021 Q4	$1.92M	Sell	71,202 -26,088	-27%	-$678K	1.33%	25
2021 Q3	$2.41M	Sell	97,290 -16,866	-15%	-$429K	1.76%	18
2021 Q2	$2.88M	Buy	114,156 +24,900	+28%	+$629K	2.15%	17
2021 Q1	$2.17M	Buy	89,256 +49,059	+122%	+$1.12M	1.81%	19
2020 Q4	$859K	Buy	40,197 +2,313	+6%	+$46.9K	0.74%	38
2020 Q3	$698K	Buy	+37,884	New	+$697K	0.7%	41

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

RHS Financial's SCHD Position: Q1 2026 in Review

RHS Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q1 2026, selling an estimated $13.5K and leaving 41,008 shares worth $1.26M. The position accounts for 0.6% of the portfolio, ranked #44.

RHS Financial first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.01M in Q1 2023. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

RHS Financial held 41,008 shares of Schwab US Dividend Equity ETF worth $1.26M as of Q1 2026.
RHS Financial sold 444 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $13.5K.
Schwab US Dividend Equity ETF made up 0.6% of RHS Financial's portfolio in Q1 2026, its #44 holding.
RHS Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
RHS Financial's Schwab US Dividend Equity ETF position peaked at $3.01M in Q1 2023.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.