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

SkyOak 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	$544K	Buy	17,721 +5,752	+48%	+$174K	0.1%	125
2025 Q4	$328K	Buy	11,969 +2	+0%	+$54	0.06%	169
2025 Q3	$327K	Buy	11,967 +90	+0.8%	+$2.46K	0.06%	175
2025 Q2	$315K	Buy	11,877 +23	+0.2%	+$601	0.06%	170
2025 Q1	$331K	Buy	11,854 +98	+0.8%	+$2.73K	0.07%	158
2024 Q4	$321K	Buy	+11,756	New	+$334K	0.07%	167
2020 Q3	–	Sell	-20,652	Closed	-$356K	–	234
2020 Q2	$356K	Buy	20,652 +2,838	+16%	+$47.9K	0.13%	160
2020 Q1	$267K	Buy	17,814 +4,098	+30%	+$73.6K	0.14%	170
2019 Q4	$265K	Buy	+13,716	New	+$257K	0.08%	248

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

SkyOak Wealth's SCHD Position: Q1 2026 in Review

SkyOak Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 48% in Q1 2026, buying an estimated $174K and bringing the position to 17,721 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #125.

SkyOak Wealth first reported a position in SCHD in Q4 2019 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

SkyOak Wealth held 17,721 shares of Schwab US Dividend Equity ETF worth $544K as of Q1 2026.
SkyOak Wealth bought 5,752 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $174K.
Schwab US Dividend Equity ETF made up 0.1% of SkyOak Wealth's portfolio in Q1 2026, its #125 holding.
SkyOak Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 9 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.