Stone Summit Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stone Summit Wealth’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	$385K	Hold	12,555	–	–	0.11%	106
2025 Q4	$344K	Sell	12,555 -6	-0%	-$163	0.09%	116
2025 Q3	$343K	Hold	12,561	–	–	0.1%	116
2025 Q2	$333K	Hold	12,561	–	–	0.1%	117
2025 Q1	$351K	Hold	12,561	–	–	0.12%	114
2024 Q4	$343K	Hold	12,561	–	–	0.12%	115
2024 Q3	$354K	Hold	12,561	–	–	0.11%	117
2024 Q2	$326K	Sell	12,561 -156	-1%	-$4.06K	0.12%	116
2024 Q1	$342K	Buy	12,717 +672	+6%	+$17.4K	0.12%	119
2023 Q4	$306K	Hold	12,045	–	–	0.12%	122
2023 Q3	$284K	Buy	12,045 +894	+8%	+$21.9K	0.12%	122
2023 Q2	$270K	Buy	+11,151	New	+$266K	0.11%	124

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

Stone Summit Wealth's SCHD Position: Q1 2026 in Review

Stone Summit Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 12,555 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #106.

Stone Summit Wealth first reported a position in SCHD in Q2 2023 and has held it in 12 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Stone Summit Wealth held 12,555 shares of Schwab US Dividend Equity ETF worth $385K as of Q1 2026.
Stone Summit Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.11% of Stone Summit Wealth's portfolio in Q1 2026, its #106 holding.
Stone Summit Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 12 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.