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

Sendero 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	$6.07M	Sell	197,903 -2,675	-1%	-$81.1K	0.67%	26
2025 Q4	$5.5M	Sell	200,578 -16,548	-8%	-$450K	0.61%	32
2025 Q3	$5.93M	Sell	217,126 -89,884	-29%	-$2.45M	0.69%	31
2025 Q2	$8.14M	Sell	307,010 -16,453	-5%	-$430K	1.02%	21
2025 Q1	$9.04M	Buy	323,463 +22,203	+7%	+$619K	1.26%	18
2024 Q4	$8.23M	Buy	301,260 +35,289	+13%	+$1M	1.23%	18
2024 Q3	$7.49M	Buy	265,971 +25,734	+11%	+$701K	1.18%	22
2024 Q2	$6.23M	Buy	240,237 +5,112	+2%	+$133K	1.05%	24
2024 Q1	$6.32M	Sell	235,125 -93	-0%	-$2.4K	1.09%	21
2023 Q4	$5.97M	Buy	235,218 +5,733	+2%	+$137K	1.13%	18
2023 Q3	$5.41M	Buy	229,485 +684	+0.3%	+$16.8K	1.16%	14
2023 Q2	$5.54M	Sell	228,801 -10,353	-4%	-$247K	1.21%	13
2023 Q1	$5.83M	Buy	239,154 +61,233	+34%	+$1.53M	1.79%	6
2022 Q4	$4.48M	Buy	177,921 +972	+0.5%	+$24K	1.59%	7
2022 Q3	$3.92M	Buy	+176,949	New	+$4.3M	1.63%	8
2022 Q1	–	Sell	-157,122	Closed	-$4.23M	–	85
2021 Q4	$4.23M	Buy	+157,122	New	+$4.08M	1.88%	8

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

Sendero Wealth Management's SCHD Position: Q1 2026 in Review

Sendero Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q1 2026, selling an estimated $81.1K and leaving 197,903 shares worth $6.07M. The position accounts for 0.67% of the portfolio, ranked #26.

Sendero Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.04M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Sendero Wealth Management held 197,903 shares of Schwab US Dividend Equity ETF worth $6.07M as of Q1 2026.
Sendero Wealth Management sold 2,675 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $81.1K.
Schwab US Dividend Equity ETF made up 0.67% of Sendero Wealth Management's portfolio in Q1 2026, its #26 holding.
Sendero Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 16 quarters since.
Sendero Wealth Management's Schwab US Dividend Equity ETF position peaked at $9.04M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.