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Roble Belko & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Roble Belko & Company’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 		$254K Buy
8,267
+476
+6% +$14.4K 0.03% 118
2025
Q4 		$214K Buy
7,791
+65
+0.8% +$1.77K 0.03% 123
2025
Q3 		$211K Buy
7,726
+55
+0.7% +$1.5K 0.03% 104
2025
Q2 		$203K Buy
7,671
+1,585
+26% +$41.4K 0.03% 109
2025
Q1 		$170K Buy
6,086
+42
+0.7% +$1.17K 0.03% 113
2024
Q4 		$165K Buy
6,044
+74
+1% +$2.1K 0.03% 110
2024
Q3 		$168K Buy
5,970
+108
+2% +$2.94K 0.03% 110
2024
Q2 		$152K Buy
5,862
+261
+5% +$6.79K 0.03% 113
2024
Q1 		$151K Buy
5,601
+681
+14% +$17.6K 0.03% 112
2023
Q4 		$125K Buy
4,920
+786
+19% +$18.7K 0.02% 116
2023
Q3 		$98K Buy
4,134
+96
+2% +$2.36K 0.02% 122
2023
Q2 		$98K Sell
4,038
-360
-8% -$8.6K 0.02% 117
2023
Q1 		$107K Hold
4,398
– – 0.02% 122
2022
Q4 		$111K Hold
4,398
– – 0.02% 121
2022
Q3 		$97K Sell
4,398
-3,051
-41% -$74.1K 0.02% 124
2022
Q2 		$178K Buy
7,449
+9
+0.1% +$229 0.04% 100
2022
Q1 		$196K Buy
7,440
+111
+2% +$2.91K 0.04% 101
2021
Q4 		$197K Buy
7,329
+120
+2% +$3.12K 0.04% 102
2021
Q3 		$178K Buy
7,209
+4,395
+156% +$112K 0.04% 99
2021
Q2 		$71K Buy
2,814
+273
+11% +$6.89K 0.02% 141
2021
Q1 		$62K Buy
2,541
+579
+30% +$13.2K 0.02% 134
2020
Q4 		$42K Hold
1,962
– – 0.01% 146
2020
Q3 		$36K Sell
1,962
-189
-9% -$3.48K 0.01% 147
2020
Q2 		$37K Sell
2,151
-1,431
-40% -$24.2K 0.01% 156
2020
Q1 		$54K Sell
3,582
-213
-6% -$3.82K 0.02% 143
2019
Q4 		$73K Sell
3,795
-924
-20% -$17.3K 0.02% 139
2019
Q3 		$86K Buy
4,719
+2,964
+169% +$53K 0.03% 125
2019
Q2 		$31K Buy
1,755
+120
+7% +$2.11K 0.01% 173
2019
Q1 		$28K Hold
1,635
– – 0.01% 147
2018
Q4 		$26K Buy
1,635
+600
+58% +$10K 0.01% 138
2018
Q3 		$24K Hold
1,035
– – 0.01% 149
2018
Q2 		$17K Hold
1,035
– – 0.01% 178
2018
Q1 		$17K Hold
1,035
– – 0.01% 187
2017
Q4 		$18K Hold
1,035
– – 0.01% 180
2017
Q3 		$16K Hold
1,035
– – 0.01% 155
2017
Q2 		$16K Sell
1,035
-99
-9% -$1.49K 0.01% 156
2017
Q1 		$17K Hold
1,134
– – 0.01% 152
2016
Q4 		$16K Hold
1,134
– – 0.01% 167
2016
Q3 		$16K Sell
1,134
-57
-5% -$805 0.01% 176
2016
Q2 		$16K Buy
1,191
+1,005
+540% +$13.5K 0.01% 166
2016
Q1 		$2K Hold
186
– – ﹤0.01% 245
2015
Q4 		$2K Sell
186
-9
-5% -$116 ﹤0.01% 203
2015
Q3 		$2K Sell
195
-12
-6% -$150 ﹤0.01% 192
2015
Q2 		$3K Sell
207
-18
-8% -$238 ﹤0.01% 204
2015
Q1 		$3K Buy
+225
New +$2.99K ﹤0.01% 212

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Roble Belko & Company's SCHD Position: Q1 2026 in Review

Roble Belko & Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q1 2026, buying an estimated $14.4K and bringing the position to 8,267 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #118.

Roble Belko & Company first reported a position in SCHD in Q1 2015 and has held it in 45 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Roble Belko & Company held 8,267 shares of Schwab US Dividend Equity ETF worth $254K as of Q1 2026.
  • Roble Belko & Company bought 476 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $14.4K.
  • Schwab US Dividend Equity ETF made up 0.03% of Roble Belko & Company's portfolio in Q1 2026, its #118 holding.
  • Roble Belko & Company first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 45 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.