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

Stillwater Wealth Management 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	$797K	Buy	25,964 +13,691	+112%	+$415K	0.49%	46
2025 Q4	$337K	Buy	12,273 +1,778	+17%	+$48.3K	0.23%	60
2025 Q3	$287K	Buy	+10,495	New	+$286K	0.2%	67
2025 Q1	$468K	Buy	16,738 +5,408	+48%	+$151K	0.41%	48
2024 Q4	$310K	Buy	+11,330	New	+$322K	0.28%	56

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 22.96% 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

Stillwater Wealth Management Group's SCHD Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 112% in Q1 2026, buying an estimated $415K and bringing the position to 25,964 shares worth $797K. The position accounts for 0.49% of the portfolio, ranked #46.

Stillwater Wealth Management Group first reported a position in SCHD in Q4 2024 and has held it in 5 quarters since. 2,055 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Stillwater Wealth Management Group held 25,964 shares of Schwab US Dividend Equity ETF worth $797K as of Q1 2026.
Stillwater Wealth Management Group bought 13,691 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $415K.
Schwab US Dividend Equity ETF made up 0.49% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #46 holding.
Stillwater Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
2,055 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.