Smartleaf Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.05M Sell
198,416
-55,527
-22% -$1.68M 0.22% 82
2025
Q4
$7.02M Buy
253,943
+52,802
+26% +$1.44M 0.27% 72
2025
Q3
$5.45M Buy
201,141
+7,417
+4% +$202K 0.34% 59
2025
Q2
$5.11M Buy
193,724
+15,032
+8% +$393K 0.45% 46
2025
Q1
$4.93M Buy
178,692
+49,965
+39% +$1.39M 0.48% 41
2024
Q4
$3.51M Buy
128,727
+4,371
+4% +$124K 0.36% 51
2024
Q3
$3.49M Buy
124,356
+8,130
+7% +$221K 0.42% 49
2024
Q2
$2.99M Buy
116,226
+10,170
+10% +$265K 0.49% 37
2024
Q1
$2.84M Buy
106,056
+105,399
+16,042% +$2.72M 0.55% 39
2023
Q4
$17K Buy
+657
New +$15.7K ﹤0.01% 689

Other funds holding SCHD

Smartleaf Asset Management's SCHD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q1 2026, selling an estimated $1.68M and leaving 198,416 shares worth $6.05M. The position accounts for 0.22% of the portfolio, ranked #82.

Smartleaf Asset Management first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.02M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Smartleaf Asset Management held 198,416 shares of Schwab US Dividend Equity ETF worth $6.05M as of Q1 2026.
  • Smartleaf Asset Management sold 55,527 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.68M.
  • Schwab US Dividend Equity ETF made up 0.22% of Smartleaf Asset Management's portfolio in Q1 2026, its #82 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Schwab US Dividend Equity ETF position peaked at $7.02M in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.