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

Stockman 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	$444K	Buy	14,473 +623	+4%	+$18.9K	0.05%	114
2025 Q4	$380K	Sell	13,850 -657	-5%	-$17.9K	0.04%	121
2025 Q3	$396K	Sell	14,507 -625	-4%	-$17.1K	0.05%	122
2025 Q2	$401K	Sell	15,132 -312	-2%	-$8.15K	0.05%	118
2025 Q1	$432K	Sell	15,444 -2,527	-14%	-$70.4K	0.06%	109
2024 Q4	$491K	Buy	17,971 +2,521	+16%	+$71.7K	0.08%	105
2024 Q3	$435K	Sell	15,450 -1,866	-11%	-$50.8K	0.07%	119
2024 Q2	$449K	Sell	17,316 -1,086	-6%	-$28.3K	0.08%	113
2024 Q1	$495K	Sell	18,402 -1,185	-6%	-$30.6K	0.09%	103
2023 Q4	$497K	Sell	19,587 -798	-4%	-$19K	0.1%	97
2023 Q3	$481K	Sell	20,385 -4,422	-18%	-$109K	0.11%	101
2023 Q2	$601K	Sell	24,807 -519	-2%	-$12.4K	0.13%	92
2023 Q1	$618K	Sell	25,326 -6,813	-21%	-$170K	0.14%	91
2022 Q4	$809K	Sell	32,139 -12,765	-28%	-$315K	0.19%	82
2022 Q3	$994K	Buy	44,904 +96	+0.2%	+$2.33K	0.27%	58
2022 Q2	$1.07M	Sell	44,808 -1,146	-2%	-$29.2K	0.27%	58
2022 Q1	$1.21M	Sell	45,954 -9,834	-18%	-$258K	0.25%	59
2021 Q4	$1.5M	Sell	55,788 -6,960	-11%	-$181K	0.31%	57
2021 Q3	$1.55M	Sell	62,748 -26,718	-30%	-$679K	0.35%	59
2021 Q2	$2.25M	Sell	89,466 -12,462	-12%	-$315K	0.54%	48
2021 Q1	$2.48M	Sell	101,928 -28,320	-22%	-$644K	0.69%	43
2020 Q4	$2.79M	Sell	130,248 -7,125	-5%	-$144K	0.85%	41
2020 Q3	$2.53M	Sell	137,373 -4,827	-3%	-$88.8K	0.92%	39
2020 Q2	$2.45M	Sell	142,200 -12,867	-8%	-$217K	0.92%	39
2020 Q1	$2.33M	Sell	155,067 -9,225	-6%	-$166K	1.03%	37
2019 Q4	$3.17M	Buy	164,292 +1,656	+1%	+$31K	1.13%	34
2019 Q3	$2.97M	Buy	162,636 +6,060	+4%	+$108K	1.14%	33
2019 Q2	$2.77M	Buy	156,576 +17,682	+13%	+$311K	1.13%	32
2019 Q1	$2.42M	Sell	138,894 -369	-0.3%	-$6.21K	1.06%	36
2018 Q4	$2.18M	Buy	139,263 +1,647	+1%	+$27.4K	1.04%	36
2018 Q3	$2.43M	Sell	137,616 -1,290	-0.9%	-$22.3K	1.05%	34
2018 Q2	$2.28M	Sell	138,906 -3,792	-3%	-$62.4K	1.04%	36
2018 Q1	$2.33M	Sell	142,698 -591	-0.4%	-$10.1K	1.07%	39
2017 Q4	$2.44M	Sell	143,289 -10,395	-7%	-$171K	1.1%	37
2017 Q3	$2.4M	Buy	153,684 +63,303	+70%	+$968K	1.15%	35
2017 Q2	$1.36M	Sell	90,381 -66,690	-42%	-$1M	1.36%	24
2017 Q1	$2.33M	Sell	157,071 -7,674	-5%	-$113K	1.33%	32
2016 Q4	$2.39M	Buy	164,745 +444	+0.3%	+$6.3K	1.46%	26
2016 Q3	$2.32M	Sell	164,301 -8,697	-5%	-$123K	1.44%	26
2016 Q2	$2.39M	Buy	172,998 +1,152	+0.7%	+$15.5K	1.87%	21
2016 Q1	$2.3M	Buy	171,846 +6,723	+4%	+$85.2K	1.82%	22
2015 Q4	$2.15M	Buy	165,123 +4,743	+3%	+$61.1K	1.74%	21
2015 Q3	$1.92M	Buy	160,380 +36,330	+29%	+$454K	1.66%	21
2015 Q2	$1.58M	Buy	124,050 +15,834	+15%	+$210K	1.35%	35
2015 Q1	$1.42M	Buy	108,216 +14,892	+16%	+$198K	1.21%	39
2014 Q4	$1.24M	Buy	+93,324	New	+$1.22M	1.06%	46

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

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

Stockman Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q1 2026, buying an estimated $18.9K and bringing the position to 14,473 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #114.

Stockman Wealth Management first reported a position in SCHD in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.17M in Q4 2019. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Stockman Wealth Management held 14,473 shares of Schwab US Dividend Equity ETF worth $444K as of Q1 2026.
Stockman Wealth Management bought 623 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $18.9K.
Schwab US Dividend Equity ETF made up 0.05% of Stockman Wealth Management's portfolio in Q1 2026, its #114 holding.
Stockman Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 46 quarters since.
Stockman Wealth Management's Schwab US Dividend Equity ETF position peaked at $3.17M in Q4 2019.
2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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