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

Signal Advisors Wealth’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	$5.31M	Buy	173,105 +8,758	+5%	+$266K	0.36%	64
2025 Q4	$4.51M	Buy	164,347 +48,744	+42%	+$1.33M	0.36%	64
2025 Q3	$3.16M	Sell	115,603 -3,045	-3%	-$83.1K	0.29%	80
2025 Q2	$3.14M	Sell	118,648 -114,166	-49%	-$2.98M	0.25%	102
2025 Q1	$6.51M	Sell	232,814 -44,482	-16%	-$1.24M	0.64%	40
2024 Q4	$7.58M	Buy	277,296 +28,110	+11%	+$799K	0.86%	23
2024 Q3	$7.02M	Buy	+249,186	New	+$6.79M	1.01%	17
2024 Q2	–	Sell	-150,279	Closed	-$4.04M	–	240
2024 Q1	$4.04M	Buy	150,279 +30,018	+25%	+$775K	1%	25
2023 Q4	$3.05M	Buy	+120,261	New	+$2.87M	1.06%	27

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

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

Signal Advisors Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q1 2026, buying an estimated $266K and bringing the position to 173,105 shares worth $5.31M. The position accounts for 0.36% of the portfolio, ranked #64.

Signal Advisors Wealth first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.58M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Signal Advisors Wealth held 173,105 shares of Schwab US Dividend Equity ETF worth $5.31M as of Q1 2026.
Signal Advisors Wealth bought 8,758 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $266K.
Schwab US Dividend Equity ETF made up 0.36% of Signal Advisors Wealth's portfolio in Q1 2026, its #64 holding.
Signal Advisors Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's Schwab US Dividend Equity ETF position peaked at $7.58M in Q4 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.