Robbins Farley’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Robbins Farley’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	$8.99M	Sell	293,017 -26,044	-8%	-$790K	3.98%	2
2025 Q4	$8.75M	Buy	319,061 +12,084	+4%	+$329K	3.97%	2
2025 Q3	$8.38M	Buy	306,977 +11,342	+4%	+$309K	3.48%	2
2025 Q2	$7.83M	Buy	295,635 +13,055	+5%	+$341K	3.65%	2
2025 Q1	$7.9M	Sell	282,580 -2,590	-0.9%	-$72.2K	4.19%	1
2024 Q4	$7.79M	Sell	285,170 -1,429	-0.5%	-$40.6K	3.71%	2
2024 Q3	$8.08M	Sell	286,599 -23,769	-8%	-$648K	4.07%	1
2024 Q2	$8.04M	Buy	310,368 +12,231	+4%	+$318K	4.27%	1
2024 Q1	$8.01M	Sell	298,137 -7,296	-2%	-$188K	4.22%	2
2023 Q4	$7.75M	Buy	305,433 +35,793	+13%	+$853K	4.65%	1
2023 Q3	$6.36M	Sell	269,640 -10,026	-4%	-$246K	4.29%	3
2023 Q2	$6.77M	Sell	279,666 -46,218	-14%	-$1.1M	4.68%	2
2023 Q1	$7.95M	Buy	325,884 +79,974	+33%	+$2M	5.31%	1
2022 Q4	$6.19M	Sell	245,910 -109,983	-31%	-$2.71M	4.79%	2
2022 Q3	$7.88M	Buy	355,893 +483	+0.1%	+$11.7K	6.47%	1
2022 Q2	$8.49M	Sell	355,410 -906	-0.3%	-$23K	8.84%	1
2022 Q1	$9.37M	Buy	356,316 +24,948	+8%	+$653K	7.05%	1
2021 Q4	$8.93M	Buy	331,368 +7,053	+2%	+$183K	6.6%	2
2021 Q3	$8.03M	Buy	324,315 +40,200	+14%	+$1.02M	5.92%	2
2021 Q2	$7.16M	Buy	284,115 +75,195	+36%	+$1.9M	8.08%	1
2021 Q1	$5.4M	Buy	+208,920	New	+$4.75M	4.75%	1

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

Robbins Farley's SCHD Position: Q1 2026 in Review

Robbins Farley reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.2% in Q1 2026, selling an estimated $790K and leaving 293,017 shares worth $8.99M. The position accounts for 3.98% of the portfolio, ranked #2.

Robbins Farley first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.37M in Q1 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Robbins Farley held 293,017 shares of Schwab US Dividend Equity ETF worth $8.99M as of Q1 2026.
Robbins Farley sold 26,044 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $790K.
Schwab US Dividend Equity ETF made up 3.98% of Robbins Farley's portfolio in Q1 2026, its #2 holding.
Robbins Farley first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
Robbins Farley's Schwab US Dividend Equity ETF position peaked at $9.37M in Q1 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.