Soundwatch Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Soundwatch Capital’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	$942K	Sell	30,709 -6,323	-17%	-$192K	0.12%	18
2025 Q4	$1.02M	Buy	37,032 +5,841	+19%	+$159K	0.16%	16
2025 Q3	$852K	Sell	31,191 -3,844	-11%	-$105K	0.14%	19
2025 Q2	$2.78M	Buy	35,035 +4,095	+13%	+$107K	0.47%	41
2025 Q1	$865K	Sell	30,940 -4,148	-12%	-$116K	0.39%	11
2024 Q4	$959K	Buy	35,088 +7,179	+26%	+$204K	0.1%	15
2024 Q3	$786K	Buy	+27,909	New	+$760K	0.12%	17
2024 Q1	–	Sell	-25,518	Closed	-$648K	–	24
2023 Q4	$648K	Buy	25,518 +16,245	+175%	+$387K	0.31%	17
2023 Q3	$219K	Buy	+9,273	New	+$228K	0.05%	26

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

Soundwatch Capital's SCHD Position: Q1 2026 in Review

Soundwatch Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q1 2026, selling an estimated $192K and leaving 30,709 shares worth $942K. The position accounts for 0.12% of the portfolio, ranked #18.

Soundwatch Capital first reported a position in SCHD in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.78M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Soundwatch Capital held 30,709 shares of Schwab US Dividend Equity ETF worth $942K as of Q1 2026.
Soundwatch Capital sold 6,323 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $192K.
Schwab US Dividend Equity ETF made up 0.12% of Soundwatch Capital's portfolio in Q1 2026, its #18 holding.
Soundwatch Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 9 quarters since.
Soundwatch Capital's Schwab US Dividend Equity ETF position peaked at $2.78M in Q2 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.