SFMG Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SFMG Wealth Advisors’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	–	Sell	-12,542	Closed	-$344K	–	338
2025 Q4	$344K	Buy	+12,542	New	+$341K	0.02%	226
2023 Q2	–	Sell	-10,323	Closed	-$252K	–	269
2023 Q1	$252K	Buy	+10,323	New	+$258K	0.03%	203
2018 Q4	–	Sell	-13,752	Closed	-$231K	–	149
2018 Q3	$231K	Buy	+13,752	New	+$238K	0.04%	120

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

SFMG Wealth Advisors's SCHD Position: Q1 2026 in Review

SFMG Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 12,542 shares — an estimated $344K sold.

SFMG Wealth Advisors first reported a position in SCHD in Q3 2018 and held it in 3 quarters. The position peaked at $344K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

SFMG Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
SFMG Wealth Advisors sold 12,542 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $344K.
SFMG Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and held it in 3 quarters.
SFMG Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $344K in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.