Security National Bank of So Dak’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Security National Bank of So Dak’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	$391K	Sell	12,737 -193	-1%	-$5.86K	0.19%	94
2025 Q4	$355K	Hold	12,930	–	–	0.17%	88
2025 Q3	$353K	Hold	12,930	–	–	0.18%	87
2025 Q2	$343K	Hold	12,930	–	–	0.19%	88
2025 Q1	$362K	Sell	12,930 -67	-0.5%	-$1.87K	0.2%	88
2024 Q4	$355K	Sell	12,997 -290	-2%	-$8.24K	0.2%	85
2024 Q3	$374K	Hold	13,287	–	–	0.21%	81
2024 Q2	$344K	Hold	13,287	–	–	0.21%	80
2024 Q1	$357K	Hold	13,287	–	–	0.21%	79
2023 Q4	$337K	Hold	13,287	–	–	0.22%	79
2023 Q3	$313K	Hold	13,287	–	–	0.23%	82
2023 Q2	$322K	Buy	+13,287	New	+$317K	0.23%	82
2022 Q4	$315K	Hold	12,513	–	–	0.23%	80
2022 Q3	$277K	Hold	12,513	–	–	0.25%	78
2022 Q2	$299K	Hold	12,513	–	–	0.25%	78
2022 Q1	$329K	Hold	12,513	–	–	0.23%	79
2021 Q4	$337K	Hold	12,513	–	–	0.23%	79
2021 Q3	$310K	Buy	12,513 +3,393	+37%	+$86.2K	0.24%	80
2021 Q2	$230K	Sell	9,120 -6,573	-42%	-$166K	0.18%	87
2021 Q1	$381K	Hold	15,693	–	–	0.32%	69
2020 Q4	$336K	Hold	15,693	–	–	0.3%	69
2020 Q3	$289K	Hold	15,693	–	–	0.29%	67
2020 Q2	$271K	Buy	+15,693	New	+$265K	0.31%	63
2020 Q1	–	Sell	-12,267	Closed	-$237K	–	79
2019 Q4	$237K	Hold	12,267	–	–	0.24%	74
2019 Q3	$224K	Buy	+12,267	New	+$220K	0.26%	73

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

Security National Bank of So Dak's SCHD Position: Q1 2026 in Review

Security National Bank of So Dak reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q1 2026, selling an estimated $5.86K and leaving 12,737 shares worth $391K. The position accounts for 0.19% of the portfolio, ranked #94.

Security National Bank of So Dak first reported a position in SCHD in Q3 2019 and has held it in 25 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Security National Bank of So Dak held 12,737 shares of Schwab US Dividend Equity ETF worth $391K as of Q1 2026.
Security National Bank of So Dak sold 193 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.86K.
Schwab US Dividend Equity ETF made up 0.19% of Security National Bank of So Dak's portfolio in Q1 2026, its #94 holding.
Security National Bank of So Dak first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 25 quarters since.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.