Scholtz & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Scholtz & Company’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	–	Sell	-10,087	Closed	-$277K	–	55
2025 Q4	$277K	Buy	+10,087	New	+$274K	0.12%	47

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

Scholtz & Company's SCHD Position: Q1 2026 in Review

Scholtz & Company sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 10,087 shares — an estimated $277K sold.

Scholtz & Company first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $277K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Scholtz & Company reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Scholtz & Company sold 10,087 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $277K.
Scholtz & Company first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
Scholtz & Company's Schwab US Dividend Equity ETF position peaked at $277K in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.