Spectrum Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Spectrum Advisors’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	$309K	Buy	+10,065	New	+$305K	0.24%	43

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Spectrum Advisors's SCHD Position: Q1 2026 in Review

Spectrum Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 10,065 shares worth $309K. The stake represents 0.24% of the portfolio and ranks #43 among its holdings.

2,063 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Spectrum Advisors held 10,065 shares of Schwab US Dividend Equity ETF worth $309K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Spectrum Advisors position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.24% of Spectrum Advisors's portfolio in Q1 2026, its #43 holding.
2,063 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Spectrum Advisors's 13F filing for Q1 2026, filed 11 Sep 2026.