Ridgecrest Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ridgecrest Wealth Partners’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	$847K	Sell	27,596 -59	-0.2%	-$1.79K	0.47%	44
2025 Q4	$759K	Buy	27,655 +3,264	+13%	+$88.7K	0.41%	45
2025 Q3	$666K	Buy	24,391 +753	+3%	+$20.5K	0.3%	58
2025 Q2	$626K	Sell	23,638 -771	-3%	-$20.1K	0.33%	56
2025 Q1	$682K	Buy	24,409 +479	+2%	+$13.4K	0.36%	52
2024 Q4	$654K	Buy	23,930 +2,576	+12%	+$73.2K	0.35%	51
2024 Q3	$602K	Buy	21,354 +915	+4%	+$24.9K	0.31%	56
2024 Q2	$530K	Buy	20,439 +5,175	+34%	+$135K	0.32%	55
2024 Q1	$410K	Buy	15,264 +3	+0%	+$78	0.24%	69
2023 Q4	$387K	Buy	+15,261	New	+$364K	0.26%	67

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

Ridgecrest Wealth Partners's SCHD Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.21% in Q1 2026, selling an estimated $1.79K and leaving 27,596 shares worth $847K. The position accounts for 0.47% of the portfolio, ranked #44.

Ridgecrest Wealth Partners first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Ridgecrest Wealth Partners held 27,596 shares of Schwab US Dividend Equity ETF worth $847K as of Q1 2026.
Ridgecrest Wealth Partners sold 59 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.79K.
Schwab US Dividend Equity ETF made up 0.47% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #44 holding.
Ridgecrest Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.