Security National Bank of Sioux City Iowa’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Security National Bank of Sioux City Iowa’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	$335K	Sell	10,930 -140	-1%	-$4.25K	0.2%	85
2025 Q4	$304K	Hold	11,070	–	–	0.19%	76
2025 Q3	$302K	Hold	11,070	–	–	0.2%	73
2025 Q2	$293K	Hold	11,070	–	–	0.21%	74
2025 Q1	$310K	Buy	11,070 +1,620	+17%	+$45.2K	0.22%	74
2024 Q4	$258K	Sell	9,450 -555	-6%	-$15.8K	0.18%	84
2024 Q3	$282K	Hold	10,005	–	–	0.17%	90
2024 Q2	$259K	Hold	10,005	–	–	0.19%	82
2024 Q1	$269K	Buy	10,005 +120	+1%	+$3.1K	0.19%	83
2023 Q4	$251K	Hold	9,885	–	–	0.19%	84
2023 Q3	$233K	Buy	9,885 +15	+0.2%	+$368	0.18%	84
2023 Q2	$239K	Buy	+9,870	New	+$236K	0.18%	82
2022 Q4	$285K	Sell	11,310 -450	-4%	-$11.1K	0.22%	84
2022 Q3	$260K	Hold	11,760	–	–	0.23%	80
2022 Q2	$281K	Hold	11,760	–	–	0.24%	78
2022 Q1	$309K	Buy	11,760 +1,425	+14%	+$37.3K	0.23%	74
2021 Q4	$278K	Buy	10,335 +180	+2%	+$4.68K	0.19%	81
2021 Q3	$251K	Sell	10,155 -2,358	-19%	-$59.9K	0.19%	79
2021 Q2	$315K	Buy	12,513 +4,203	+51%	+$106K	0.25%	76
2021 Q1	$202K	Buy	+8,310	New	+$189K	0.16%	98

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $187B AUM 21.7% 1-Year Est. Return

Security National Bank of Sioux City Iowa's SCHD Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q1 2026, selling an estimated $4.25K and leaving 10,930 shares worth $335K. The position accounts for 0.2% of the portfolio, ranked #85.

Security National Bank of Sioux City Iowa first reported a position in SCHD in Q1 2021 and has held it in 20 quarters since. 2,051 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Security National Bank of Sioux City Iowa held 10,930 shares of Schwab US Dividend Equity ETF worth $335K as of Q1 2026.
Security National Bank of Sioux City Iowa sold 140 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.25K.
Schwab US Dividend Equity ETF made up 0.2% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #85 holding.
Security National Bank of Sioux City Iowa first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 20 quarters since.
2,051 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.