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SevenBridge Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SevenBridge Financial Group’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 		$7.9M Sell
254,714
-8,196
-3% -$249K 1.23% 19
2025
Q4 		$7.67M Sell
262,910
-14,798
-5% -$402K 1.23% 20
2025
Q3 		$7.55M Sell
277,708
-45,035
-14% -$1.23M 1.24% 16
2025
Q2 		$8.75M Sell
322,743
-23,620
-7% -$617K 1.54% 10
2025
Q1 		$9.15M Sell
346,363
-84,271
-20% -$2.35M 1.8% 9
2024
Q4 		$12M Sell
430,634
-866,383
-67% -$24.6M 2.27% 8
2024
Q3 		$12.6M Buy
1,297,017
+860,511
+197% +$23.4M 2.43% 6
2024
Q2 		$11.6M Buy
436,506
+9,258
+2% +$241K 2.55% 4
2024
Q1 		$11.1M Buy
427,248
+2,637
+0.6% +$68.1K 2.52% 5
2023
Q4 		$10.8M Buy
424,611
+45,366
+12% +$1.08M 2.55% 5
2023
Q3 		$8.95M Buy
379,245
+7,992
+2% +$196K 2.31% 7
2023
Q2 		$8.99M Buy
371,253
+32,664
+10% +$780K 2.32% 5
2023
Q1 		$8.26M Buy
338,589
+14,406
+4% +$360K 2.28% 6
2022
Q4 		$8.16M Buy
324,183
+29,505
+10% +$728K 2.39% 5
2022
Q3 		$6.53M Buy
294,678
+11,028
+4% +$268K 2.21% 9
2022
Q2 		$6.77M Buy
283,650
+14,862
+6% +$378K 2.74% 6
2022
Q1 		$7.07M Sell
268,788
-43,659
-14% -$1.14M 2.48% 7
2021
Q4 		$8.42M Sell
312,447
-10,245
-3% -$266K 2.55% 5
2021
Q3 		$7.99M Buy
322,692
+3,609
+1% +$91.7K 2.66% 5
2021
Q2 		$8.04M Buy
319,083
+16,932
+6% +$428K 2.62% 5
2021
Q1 		$7.34M Buy
302,151
+4,071
+1% +$92.6K 2.67% 5
2020
Q4 		$6.37M Buy
298,080
+8,799
+3% +$178K 2.49% 6
2020
Q3 		$5.33M Buy
289,281
+10,233
+4% +$188K 2.43% 6
2020
Q2 		$4.81M Buy
279,048
+12,210
+5% +$206K 2.39% 6
2020
Q1 		$4M Buy
266,838
+34,056
+15% +$611K 2.32% 8
2019
Q4 		$4.49M Sell
232,782
-2,244
-1% -$42K 1.17% 13
2019
Q3 		$4.29M Buy
235,026
+1,152
+0.5% +$20.6K 2.26% 7
2019
Q2 		$4.14M Buy
233,874
+31,077
+15% +$547K 1.48% 14
2019
Q1 		$3.53M Buy
202,797
+2,385
+1% +$40.1K 1.33% 16
2018
Q4 		$3.14M Buy
200,412
+16,689
+9% +$278K 1.92% 12
2018
Q3 		$3.25M Buy
183,723
+30,165
+20% +$522K 1.73% 13
2018
Q2 		$2.52M Buy
153,558
+5,892
+4% +$97K 1.41% 15
2018
Q1 		$2.41M Buy
147,666
+612
+0.4% +$10.4K 1.38% 17
2017
Q4 		$2.51M Buy
147,054
+1,467
+1% +$24.1K 1.39% 14
2017
Q3 		$2.27M Buy
145,587
+651
+0.4% +$9.96K 1.3% 17
2017
Q2 		$2.18M Buy
144,936
+14,529
+11% +$218K 1.33% 17
2017
Q1 		$1.93M Sell
130,407
-2,598
-2% -$38.3K 1.27% 19
2016
Q4 		$1.84M Hold
133,005
– – 1.34% 16
2016
Q3 		$1.84M Buy
133,005
+17,010
+15% +$240K 1.34% 16
2016
Q2 		$1.6M Buy
+115,995
New +$1.56M 1.12% 22

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SevenBridge Financial Group's SCHD Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q1 2026, selling an estimated $249K and leaving 254,714 shares worth $7.9M. The position accounts for 1.23% of the portfolio, ranked #19.

SevenBridge Financial Group first reported a position in SCHD in Q2 2016 and has held it in 40 quarters since. The position peaked at $12.6M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • SevenBridge Financial Group held 254,714 shares of Schwab US Dividend Equity ETF worth $7.9M as of Q1 2026.
  • SevenBridge Financial Group sold 8,196 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $249K.
  • Schwab US Dividend Equity ETF made up 1.23% of SevenBridge Financial Group's portfolio in Q1 2026, its #19 holding.
  • SevenBridge Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Schwab US Dividend Equity ETF position peaked at $12.6M in Q3 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.