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

SpringVest Wealth Management’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	$2.54M	Sell	82,803 -2,479	-3%	-$75.2K	1.74%	14
2025 Q4	$2.34M	Buy	85,282 +45	+0.1%	+$1.22K	1.63%	16
2025 Q3	$2.33M	Buy	85,237 +2,906	+4%	+$79.3K	1.71%	15
2025 Q2	$2.18M	Sell	82,331 -19,016	-19%	-$497K	1.77%	15
2025 Q1	$2.83M	Buy	101,347 +1,422	+1%	+$39.6K	2.35%	11
2024 Q4	$2.73M	Buy	+99,925	New	+$2.84M	2.34%	11

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

SpringVest Wealth Management's SCHD Position: Q1 2026 in Review

SpringVest Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q1 2026, selling an estimated $75.2K and leaving 82,803 shares worth $2.54M. The position accounts for 1.74% of the portfolio, ranked #14.

SpringVest Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

SpringVest Wealth Management held 82,803 shares of Schwab US Dividend Equity ETF worth $2.54M as of Q1 2026.
SpringVest Wealth Management sold 2,479 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $75.2K.
Schwab US Dividend Equity ETF made up 1.74% of SpringVest Wealth Management's portfolio in Q1 2026, its #14 holding.
SpringVest Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.83M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.