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Sound View Wealth Advisors Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sound View Wealth Advisors 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 		$16M Sell
520,591
-28,775
-5% -$873K 1.09% 24
2025
Q4 		$15.1M Buy
549,366
+28,380
+5% +$772K 1.01% 25
2025
Q3 		$14.2M Sell
520,986
-7,084
-1% -$193K 0.98% 27
2025
Q2 		$14M Sell
528,070
-19,395
-4% -$507K 1.03% 25
2025
Q1 		$15.3M Sell
547,465
-85,101
-13% -$2.37M 1.26% 18
2024
Q4 		$17.3M Buy
632,566
+34,000
+6% +$967K 1.39% 16
2024
Q3 		$16.9M Buy
598,566
+56,223
+10% +$1.53M 1.38% 15
2024
Q2 		$14.1M Sell
542,343
-59,568
-10% -$1.55M 1.45% 14
2024
Q1 		$16.2M Sell
601,911
-50,061
-8% -$1.29M 1.72% 10
2023
Q4 		$16.5M Buy
651,972
+25,188
+4% +$600K 1.83% 8
2023
Q3 		$14.8M Buy
626,784
+57,063
+10% +$1.4M 1.84% 9
2023
Q2 		$13.8M Buy
569,721
+39,480
+7% +$943K 1.81% 9
2023
Q1 		$12.9M Sell
530,241
-121,731
-19% -$3.04M 1.77% 10
2022
Q4 		$16.5M Buy
651,972
+357,843
+122% +$8.83M 1.83% 8
2022
Q3 		$6.51M Sell
294,129
-3,585
-1% -$87.1K 1.46% 16
2022
Q2 		$7.11M Buy
297,714
+11,919
+4% +$303K 1.49% 15
2022
Q1 		$7.51M Buy
285,795
+23,256
+9% +$609K 1.43% 15
2021
Q4 		$7.07M Buy
262,539
+72,432
+38% +$1.88M 1.34% 17
2021
Q3 		$4.71M Sell
190,107
-6,000
-3% -$152K 0.98% 27
2021
Q2 		$4.94M Buy
196,107
+10,515
+6% +$265K 1.04% 27
2021
Q1 		$4.51M Sell
185,592
-10,062
-5% -$229K 1.05% 27
2020
Q4 		$4.18M Buy
195,654
+9,900
+5% +$201K 1.02% 31
2020
Q3 		$3.42M Buy
185,754
+4,899
+3% +$90.1K 0.9% 33
2020
Q2 		$3.12M Buy
180,855
+18,255
+11% +$308K 0.88% 35
2020
Q1 		$2.44M Buy
162,600
+31,734
+24% +$570K 0.84% 38
2019
Q4 		$2.53M Buy
130,866
+15,054
+13% +$282K 0.71% 44
2019
Q3 		$2.12M Buy
115,812
+6,954
+6% +$124K 0.63% 47
2019
Q2 		$1.93M Buy
+108,858
New +$1.91M 0.57% 57

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sound View Wealth Advisors Group's SCHD Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q1 2026, selling an estimated $873K and leaving 520,591 shares worth $16M. The position accounts for 1.09% of the portfolio, ranked #24.

Sound View Wealth Advisors Group first reported a position in SCHD in Q2 2019 and has held it in 28 quarters since. The position peaked at $17.3M in Q4 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Sound View Wealth Advisors Group held 520,591 shares of Schwab US Dividend Equity ETF worth $16M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 28,775 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $873K.
  • Schwab US Dividend Equity ETF made up 1.09% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #24 holding.
  • Sound View Wealth Advisors Group first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Schwab US Dividend Equity ETF position peaked at $17.3M in Q4 2024.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.