Roberts Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Roberts Wealth Advisors’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	$332K	Buy	+10,809	New	+$328K	0.08%	94

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

Roberts Wealth Advisors's SCHD Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 10,809 shares worth $332K. The stake represents 0.08% of the portfolio and ranks #94 among its holdings.

2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Roberts Wealth Advisors held 10,809 shares of Schwab US Dividend Equity ETF worth $332K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Roberts Wealth Advisors position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.08% of Roberts Wealth Advisors's portfolio in Q1 2026, its #94 holding.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.