Sandbox Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sandbox Financial Partners’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	$222K	Buy	+7,225	New	+$219K	0.06%	109
2024 Q1	–	Sell	-8,757	Closed	-$222K	–	103
2023 Q4	$222K	Sell	8,757 -1,662	-16%	-$39.6K	0.1%	82
2023 Q3	$246K	Sell	10,419 -480	-4%	-$11.8K	0.13%	77
2023 Q2	$264K	Buy	10,899 +2,175	+25%	+$52K	0.14%	79
2023 Q1	$213K	Sell	8,724 -723	-8%	-$18.1K	0.13%	82
2022 Q4	$238K	Sell	9,447 -1,797	-16%	-$44.4K	0.16%	69
2022 Q3	$249K	Sell	11,244 -2,070	-16%	-$50.3K	0.18%	65
2022 Q2	$318K	Buy	13,314 +87	+0.7%	+$2.21K	0.23%	58
2022 Q1	$348K	Sell	13,227 -42	-0.3%	-$1.1K	0.2%	58
2021 Q4	$358K	Sell	13,269 -3,078	-19%	-$80K	0.22%	54
2021 Q3	$405K	Sell	16,347 -17,172	-51%	-$436K	0.29%	49
2021 Q2	$845K	Buy	+33,519	New	+$846K	0.63%	26

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

Sandbox Financial Partners's SCHD Position: Q1 2026 in Review

Sandbox Financial Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 7,225 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings. This is a return to the name: Sandbox Financial Partners previously reported a position in SCHD as recently as Q4 2023.

Sandbox Financial Partners first reported a position in SCHD in Q2 2021 and has held it in 12 quarters since. The position peaked at $845K in Q2 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Sandbox Financial Partners held 7,225 shares of Schwab US Dividend Equity ETF worth $222K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Sandbox Financial Partners position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.06% of Sandbox Financial Partners's portfolio in Q1 2026, its #109 holding.
Sandbox Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 12 quarters since.
Sandbox Financial Partners's Schwab US Dividend Equity ETF position peaked at $845K in Q2 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.