Signet Investment Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Signet Investment Advisory 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	$1.61M	Sell	52,548 -15	-0%	-$455	0.74%	43
2025 Q4	$1.44M	Buy	52,563 +617	+1%	+$16.8K	0.67%	43
2025 Q3	$1.42M	Sell	51,946 -1,004	-2%	-$27.4K	0.68%	43
2025 Q2	$1.4M	Sell	52,950 -530	-1%	-$13.8K	0.72%	45
2025 Q1	$1.5M	Buy	53,480 +529	+1%	+$14.7K	0.75%	46
2024 Q4	$1.45M	Buy	52,951 +685	+1%	+$19.5K	0.74%	47
2024 Q3	$1.47M	Sell	52,266 -1,398	-3%	-$38.1K	0.74%	48
2024 Q2	$1.39M	Buy	53,664 +3,996	+8%	+$104K	0.75%	47
2024 Q1	$1.33M	Buy	49,668 +4,785	+11%	+$124K	0.73%	46
2023 Q4	$1.14M	Buy	44,883 +156	+0.3%	+$3.72K	0.69%	50
2023 Q3	$1.05M	Sell	44,727 -186	-0.4%	-$4.56K	0.7%	49
2023 Q2	$1.09M	Sell	44,913 -3,357	-7%	-$80.2K	0.72%	49
2023 Q1	$1.18M	Sell	48,270 -1,521	-3%	-$38K	0.81%	45
2022 Q4	$1.25M	Sell	49,791 -660	-1%	-$16.3K	0.88%	43
2022 Q3	$1.12M	Buy	50,451 +1,191	+2%	+$28.9K	0.87%	43
2022 Q2	$1.18M	Buy	49,260 +2,025	+4%	+$51.5K	0.82%	43
2022 Q1	$1.24M	Buy	47,235 +840	+2%	+$22K	0.75%	46
2021 Q4	$1.25M	Buy	46,395 +4,833	+12%	+$126K	0.71%	48
2021 Q3	$1.03M	Buy	41,562 +2,157	+5%	+$54.8K	0.65%	52
2021 Q2	$993K	Buy	39,405 +13,068	+50%	+$330K	0.64%	51
2021 Q1	$640K	Buy	26,337 +6,762	+35%	+$154K	0.5%	55
2020 Q4	$419K	Buy	+19,575	New	+$397K	0.33%	59
2019 Q1	–	Sell	-891	Closed	-$13K	–	156
2018 Q4	$13K	Buy	+891	New	+$14.8K	0.01%	155

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

Signet Investment Advisory Group's SCHD Position: Q1 2026 in Review

Signet Investment Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q1 2026, selling an estimated $455 and leaving 52,548 shares worth $1.61M. The position accounts for 0.74% of the portfolio, ranked #43.

Signet Investment Advisory Group first reported a position in SCHD in Q4 2018 and has held it in 23 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Signet Investment Advisory Group held 52,548 shares of Schwab US Dividend Equity ETF worth $1.61M as of Q1 2026.
Signet Investment Advisory Group sold 15 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $455.
Schwab US Dividend Equity ETF made up 0.74% of Signet Investment Advisory Group's portfolio in Q1 2026, its #43 holding.
Signet Investment Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 23 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Signet Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.