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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$221K Sell
7,191
-246
-3% -$7.46K 0.15% 80
2025
Q4
$204K Sell
7,437
-169
-2% -$4.59K 0.14% 83
2025
Q3
$208K Buy
7,606
+1
+0% +$27 0.15% 86
2025
Q2
$202K Buy
7,605
+2
+0% +$52 0.16% 90
2025
Q1
$213K Buy
7,603
+166
+2% +$4.63K 0.18% 84
2024
Q4
$203K Buy
7,437
+246
+3% +$6.99K 0.17% 79
2024
Q3
$203K Buy
+7,191
New +$196K 0.17% 81

Other funds holding SCHD

Robinson Smith Wealth Advisors's SCHD Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q1 2026, selling an estimated $7.46K and leaving 7,191 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #80.

Robinson Smith Wealth Advisors first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Robinson Smith Wealth Advisors held 7,191 shares of Schwab US Dividend Equity ETF worth $221K as of Q1 2026.
  • Robinson Smith Wealth Advisors sold 246 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.46K.
  • Schwab US Dividend Equity ETF made up 0.15% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Robinson Smith Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.