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

Schaeffer Financial’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	$14.1M	Buy	460,973 +13,148	+3%	+$399K	11.9%	4
2025 Q4	$12.3M	Sell	447,825 -148,768	-25%	-$4.05M	10.72%	5
2025 Q3	$16.3M	Sell	596,593 -106,347	-15%	-$2.9M	14.76%	4
2025 Q2	$18.6M	Buy	702,940 +14,088	+2%	+$368K	18.19%	2
2025 Q1	$19.3M	Buy	688,852 +24,751	+4%	+$690K	21.25%	1
2024 Q4	$18.1M	Buy	664,101 +5,808	+0.9%	+$165K	18.1%	2
2024 Q3	$18.5M	Buy	658,293 +16,581	+3%	+$452K	18.84%	2
2024 Q2	$16.6M	Sell	641,712 -9,540	-1%	-$248K	18.05%	2
2024 Q1	$17.5M	Buy	651,252 +2,220	+0.3%	+$57.4K	17.43%	1
2023 Q4	$16.5M	Buy	+649,032	New	+$15.5M	17.44%	1
2022 Q3	$9.53M	Buy	430,197 +24,921	+6%	+$605K	17.71%	2
2022 Q2	$9.68M	Sell	405,276 -462	-0.1%	-$11.8K	15.7%	4
2022 Q1	$10.7M	Buy	405,738 +89,370	+28%	+$2.34M	14.4%	4
2021 Q4	$8.52M	Buy	+316,368	New	+$8.22M	10.79%	4

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

Schaeffer Financial's SCHD Position: Q1 2026 in Review

Schaeffer Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q1 2026, buying an estimated $399K and bringing the position to 460,973 shares worth $14.1M. The position accounts for 11.9% of the portfolio, ranked #4.

Schaeffer Financial first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $19.3M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Schaeffer Financial held 460,973 shares of Schwab US Dividend Equity ETF worth $14.1M as of Q1 2026.
Schaeffer Financial bought 13,148 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $399K.
Schwab US Dividend Equity ETF made up 11.9% of Schaeffer Financial's portfolio in Q1 2026, its #4 holding.
Schaeffer Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
Schaeffer Financial's Schwab US Dividend Equity ETF position peaked at $19.3M in Q1 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.