Semus Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Semus Wealth Partners’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	$1.57M	Buy	51,317 +347	+0.7%	+$10.5K	0.88%	28
2025 Q4	$1.4M	Buy	50,970 +411	+0.8%	+$11.2K	0.75%	31
2025 Q3	$1.38M	Sell	50,559 -474	-0.9%	-$12.9K	0.78%	29
2025 Q2	$1.35M	Buy	51,033 +420	+0.8%	+$11K	0.88%	29
2025 Q1	$1.42M	Sell	50,613 -984	-2%	-$27.4K	0.99%	26
2024 Q4	$1.41M	Sell	51,597 -354	-0.7%	-$10.1K	0.93%	25
2024 Q3	$1.46M	Sell	51,951 -2,280	-4%	-$62.1K	1.02%	24
2024 Q2	$1.41M	Sell	54,231 -9,951	-16%	-$259K	1.09%	20
2024 Q1	$1.73M	Sell	64,182 -56,184	-47%	-$1.45M	1.45%	14
2023 Q4	$3.05M	Sell	120,366 -22,461	-16%	-$535K	2.5%	6
2023 Q3	$3.37M	Sell	142,827 -930	-0.6%	-$22.8K	3.14%	6
2023 Q2	$3.48M	Buy	143,757 +16,167	+13%	+$386K	3.2%	5
2023 Q1	$3.11M	Buy	127,590 +21,837	+21%	+$546K	3.34%	3
2022 Q4	$2.66M	Buy	+105,753	New	+$2.61M	3.23%	3

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

Semus Wealth Partners's SCHD Position: Q1 2026 in Review

Semus Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.68% in Q1 2026, buying an estimated $10.5K and bringing the position to 51,317 shares worth $1.57M. The position accounts for 0.88% of the portfolio, ranked #28.

Semus Wealth Partners first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.48M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Semus Wealth Partners held 51,317 shares of Schwab US Dividend Equity ETF worth $1.57M as of Q1 2026.
Semus Wealth Partners bought 347 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $10.5K.
Schwab US Dividend Equity ETF made up 0.88% of Semus Wealth Partners's portfolio in Q1 2026, its #28 holding.
Semus Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's Schwab US Dividend Equity ETF position peaked at $3.48M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.