Royal Capital Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Royal Capital Wealth Management’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	$1.46M	Buy	47,717 +84	+0.2%	+$2.55K	0.91%	25
2025 Q4	$1.31M	Buy	47,633 +100	+0.2%	+$2.72K	0.77%	27
2025 Q3	$1.3M	Buy	47,533 +95	+0.2%	+$2.59K	0.8%	27
2025 Q2	$1.26M	Buy	47,438 +96	+0.2%	+$2.51K	0.84%	27
2025 Q1	$1.32M	Sell	47,342 -164	-0.3%	-$4.57K	0.93%	27
2024 Q4	$1.3M	Buy	47,506 +85	+0.2%	+$2.42K	0.91%	24
2024 Q3	$1.34M	Buy	47,421 +186	+0.4%	+$5.07K	0.94%	24
2024 Q2	$1.22M	Hold	47,235	–	–	0.92%	26
2024 Q1	$1.27M	Sell	47,235 -3,228	-6%	-$83.4K	1%	28
2023 Q4	$1.28M	Sell	50,463 -65,160	-56%	-$1.55M	1.11%	25
2023 Q3	$2.73M	Buy	115,623 +4,404	+4%	+$108K	2.61%	10
2023 Q2	$2.69M	Sell	111,219 -86,328	-44%	-$2.06M	2.54%	11
2023 Q1	$4.82M	Buy	197,547 +35,979	+22%	+$899K	4.85%	5
2022 Q4	$4.07M	Buy	161,568 +65,949	+69%	+$1.63M	4.32%	4
2022 Q3	$2.12M	Buy	95,619 +6,558	+7%	+$159K	2.47%	12
2022 Q2	$2.13M	Buy	89,061 +55,851	+168%	+$1.42M	2.31%	14
2022 Q1	$873K	Buy	33,210 +7,677	+30%	+$201K	0.85%	32
2021 Q4	$688K	Buy	+25,533	New	+$663K	0.67%	37

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

Royal Capital Wealth Management's SCHD Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.18% in Q1 2026, buying an estimated $2.55K and bringing the position to 47,717 shares worth $1.46M. The position accounts for 0.91% of the portfolio, ranked #25.

Royal Capital Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.82M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Royal Capital Wealth Management held 47,717 shares of Schwab US Dividend Equity ETF worth $1.46M as of Q1 2026.
Royal Capital Wealth Management bought 84 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.55K.
Schwab US Dividend Equity ETF made up 0.91% of Royal Capital Wealth Management's portfolio in Q1 2026, its #25 holding.
Royal Capital Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.82M in Q1 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.