Schrum Private Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Schrum Private Wealth Management’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	$871K	Buy	28,400 +1,813	+7%	+$55K	0.66%	45
2025 Q4	$729K	Buy	26,587 +2,755	+12%	+$74.9K	0.54%	52
2025 Q3	$651K	Buy	23,832 +167	+0.7%	+$4.56K	0.48%	57
2025 Q2	$627K	Buy	23,665 +170	+0.7%	+$4.44K	0.5%	54
2025 Q1	$657K	Sell	23,495 -5,049	-18%	-$141K	0.58%	50
2024 Q4	$780K	Sell	28,544 -28,000	-50%	-$796K	0.66%	41
2024 Q3	$1.59M	Buy	56,544 +27,021	+92%	+$736K	0.82%	34
2024 Q2	$765K	Sell	29,523 -3,939	-12%	-$103K	0.69%	39
2024 Q1	$899K	Buy	33,462 +5,286	+19%	+$137K	0.82%	36
2023 Q4	$715K	Sell	28,176 -2,181	-7%	-$52K	1.01%	29
2023 Q3	$716K	Buy	30,357 +159	+0.5%	+$3.9K	0.82%	36
2023 Q2	$731K	Buy	30,198 +720	+2%	+$17.2K	0.79%	37
2023 Q1	$719K	Buy	29,478 +6,120	+26%	+$153K	0.83%	33
2022 Q4	$588K	Buy	23,358 +9,762	+72%	+$241K	0.7%	42
2022 Q3	$301K	Buy	13,596 +3,516	+35%	+$85.4K	0.38%	82
2022 Q2	$241K	Buy	+10,080	New	+$256K	0.27%	96

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

Schrum Private Wealth Management's SCHD Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.8% in Q1 2026, buying an estimated $55K and bringing the position to 28,400 shares worth $871K. The position accounts for 0.66% of the portfolio, ranked #45.

Schrum Private Wealth Management first reported a position in SCHD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Schrum Private Wealth Management held 28,400 shares of Schwab US Dividend Equity ETF worth $871K as of Q1 2026.
Schrum Private Wealth Management bought 1,813 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $55K.
Schwab US Dividend Equity ETF made up 0.66% of Schrum Private Wealth Management's portfolio in Q1 2026, its #45 holding.
Schrum Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
Schrum Private Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.59M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.