Stokes Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stokes Family Office’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	$476K	Sell	15,510 -925	-6%	-$28.1K	0.05%	189
2025 Q4	$451K	Sell	16,435 -67,136	-80%	-$1.83M	0.04%	206
2025 Q3	$2.28M	Buy	83,571 +136	+0.2%	+$3.71K	0.22%	90
2025 Q2	$2.21M	Buy	83,435 +1,266	+2%	+$33.1K	0.23%	84
2025 Q1	$2.3M	Sell	82,169 -15,269	-16%	-$426K	0.26%	78
2024 Q4	$2.66M	Buy	97,438 +86,185	+766%	+$2.45M	0.28%	75
2024 Q3	$317K	Buy	11,253 +30	+0.3%	+$817	0.03%	187
2024 Q2	$291K	Buy	11,223 +2,250	+25%	+$58.6K	0.03%	190
2024 Q1	$241K	Buy	8,973 +12	+0.1%	+$310	0.03%	206
2023 Q4	$227K	Hold	8,961	–	–	0.03%	198
2023 Q3	$211K	Hold	8,961	–	–	0.02%	298
2023 Q2	$217K	Buy	+8,961	New	+$214K	0.03%	282
2022 Q2	–	Sell	-7,668	Closed	-$202K	–	289
2022 Q1	$202K	Buy	7,668 +168	+2%	+$4.4K	0.03%	244
2021 Q4	$202K	Buy	+7,500	New	+$195K	0.03%	240

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

Stokes Family Office's SCHD Position: Q1 2026 in Review

Stokes Family Office reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q1 2026, selling an estimated $28.1K and leaving 15,510 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #189.

Stokes Family Office first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.66M in Q4 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Stokes Family Office held 15,510 shares of Schwab US Dividend Equity ETF worth $476K as of Q1 2026.
Stokes Family Office sold 925 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $28.1K.
Schwab US Dividend Equity ETF made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #189 holding.
Stokes Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
Stokes Family Office's Schwab US Dividend Equity ETF position peaked at $2.66M in Q4 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.