Sensible Money’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sensible Money’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	$424K	Sell	13,821 -1,964	-12%	-$59.6K	0.13%	53
2025 Q4	$433K	Buy	15,785 +7,240	+85%	+$197K	0.14%	53
2025 Q3	$233K	Buy	8,545 +1	+0%	+$27	0.08%	78
2025 Q2	$226K	Buy	8,544 +5	+0.1%	+$131	0.09%	80
2025 Q1	$239K	Hold	8,539	–	–	0.1%	70
2024 Q4	$233K	Buy	8,539 +1	+0%	+$28	0.1%	75
2024 Q3	$241K	Hold	8,538	–	–	0.11%	72
2024 Q2	$221K	Sell	8,538 -1,389	-14%	-$36.2K	0.11%	72
2024 Q1	$267K	Buy	9,927 +6	+0.1%	+$155	0.14%	61
2023 Q4	$252K	Buy	9,921 +6	+0.1%	+$143	0.15%	62
2023 Q3	$234K	Hold	9,915	–	–	0.17%	59
2023 Q2	$240K	Sell	9,915 -6,873	-41%	-$164K	0.17%	60
2023 Q1	$409K	Sell	16,788 -39	-0.2%	-$975	0.35%	35
2022 Q4	$424K	Buy	+16,827	New	+$415K	0.45%	33

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

Sensible Money's SCHD Position: Q1 2026 in Review

Sensible Money reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q1 2026, selling an estimated $59.6K and leaving 13,821 shares worth $424K. The position accounts for 0.13% of the portfolio, ranked #53.

Sensible Money first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $433K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Sensible Money held 13,821 shares of Schwab US Dividend Equity ETF worth $424K as of Q1 2026.
Sensible Money sold 1,964 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $59.6K.
Schwab US Dividend Equity ETF made up 0.13% of Sensible Money's portfolio in Q1 2026, its #53 holding.
Sensible Money first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Schwab US Dividend Equity ETF position peaked at $433K in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.