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

Signature Wealth Management 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	$548K	Buy	+17,851	New	+$542K	0.21%	90
2022 Q3	–	Sell	-9,744	Closed	-$233K	–	92
2022 Q2	$233K	Hold	9,744	–	–	0.11%	86
2022 Q1	$256K	Buy	+9,744	New	+$255K	0.12%	78
2018 Q4	–	Sell	-7,128	Closed	-$117K	–	252
2018 Q3	$117K	Buy	7,128 +5,628	+375%	+$97.4K	0.09%	78
2018 Q2	$25K	Hold	1,500	–	–	0.02%	133
2018 Q1	$25K	Hold	1,500	–	–	0.02%	132
2017 Q4	$26K	Buy	+1,500	New	+$24.6K	0.02%	129

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Signature Wealth Management Group's SCHD Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 17,851 shares worth $548K. The stake represents 0.21% of the portfolio and ranks #90 among its holdings. This is a return to the name: Signature Wealth Management Group previously reported a position in SCHD as recently as Q2 2022.

Signature Wealth Management Group first reported a position in SCHD in Q4 2017 and has held it in 7 quarters since. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Signature Wealth Management Group held 17,851 shares of Schwab US Dividend Equity ETF worth $548K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Signature Wealth Management Group position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.21% of Signature Wealth Management Group's portfolio in Q1 2026, its #90 holding.
Signature Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 7 quarters since.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.