Savvy Advisors Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Savvy Advisors Inc’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	$17.9M	Buy	582,054 +171,662	+42%	+$5.21M	0.48%	42
2025 Q4	$11.3M	Buy	410,392 +103,193	+34%	+$2.81M	0.36%	53
2025 Q3	$8.39M	Sell	307,199 -7,713	-2%	-$210K	0.39%	51
2025 Q2	$8.35M	Buy	314,912 +105,145	+50%	+$2.75M	0.56%	36
2025 Q1	$5.87M	Sell	209,767 -5,334	-2%	-$149K	0.59%	33
2024 Q4	$5.88M	Buy	215,101 +157,024	+270%	+$4.46M	0.71%	23
2024 Q3	$1.64M	Buy	58,077 +6,036	+12%	+$164K	0.33%	63
2024 Q2	$1.35M	Buy	52,041 +15,552	+43%	+$405K	0.44%	52
2024 Q1	$981K	Buy	36,489 +13,926	+62%	+$360K	0.57%	43
2023 Q4	$573K	Buy	+22,563	New	+$538K	0.56%	49

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

Savvy Advisors Inc's SCHD Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q1 2026, buying an estimated $5.21M and bringing the position to 582,054 shares worth $17.9M. The position accounts for 0.48% of the portfolio, ranked #42.

Savvy Advisors Inc first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Savvy Advisors Inc held 582,054 shares of Schwab US Dividend Equity ETF worth $17.9M as of Q1 2026.
Savvy Advisors Inc bought 171,662 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.21M.
Schwab US Dividend Equity ETF made up 0.48% of Savvy Advisors Inc's portfolio in Q1 2026, its #42 holding.
Savvy Advisors Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.