Sard Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sard Wealth Management Group’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	$14M	Buy	457,416 +748	+0.2%	+$22.7K	7.63%	5
2025 Q4	$12.5M	Buy	456,668 +10,047	+2%	+$273K	6.87%	6
2025 Q3	$12.2M	Buy	446,621 +16,351	+4%	+$446K	6.96%	6
2025 Q2	$11.4M	Buy	430,270 +6,719	+2%	+$175K	7.03%	6
2025 Q1	$11.8M	Buy	423,551 +9,878	+2%	+$275K	7.94%	6
2024 Q4	$11.3M	Sell	413,673 -3,927	-0.9%	-$112K	7.59%	6
2024 Q3	$11.8M	Buy	417,600 +4,995	+1%	+$136K	7.78%	6
2024 Q2	$10.7M	Buy	412,605 +394,353	+2,161%	+$10.3M	7.51%	6
2024 Q1	$491K	Buy	+18,252	New	+$472K	0.44%	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

Sard Wealth Management Group's SCHD Position: Q1 2026 in Review

Sard Wealth Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.16% in Q1 2026, buying an estimated $22.7K and bringing the position to 457,416 shares worth $14M. The position accounts for 7.63% of the portfolio, ranked #5.

Sard Wealth Management Group first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Sard Wealth Management Group held 457,416 shares of Schwab US Dividend Equity ETF worth $14M as of Q1 2026.
Sard Wealth Management Group bought 748 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $22.7K.
Schwab US Dividend Equity ETF made up 7.63% of Sard Wealth Management Group's portfolio in Q1 2026, its #5 holding.
Sard Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.