StoneX Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

StoneX 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	$3.65M	Buy	118,992 +5,620	+5%	+$170K	0.2%	87
2025 Q4	$3.11M	Buy	113,372 +146	+0.1%	+$3.97K	0.14%	123
2025 Q3	$3.09M	Buy	113,226 +8,127	+8%	+$222K	0.13%	138
2025 Q2	$2.79M	Sell	105,099 -12,067	-10%	-$315K	0.14%	132
2025 Q1	$3.28M	Buy	117,166 +8,376	+8%	+$233K	0.18%	115
2024 Q4	$2.97M	Buy	+108,790	New	+$3.09M	0.16%	121
2023 Q2	–	Sell	-24,333	Closed	-$593K	–	453
2023 Q1	$593K	Buy	24,333 +2,193	+10%	+$54.8K	0.35%	77
2022 Q4	$558K	Sell	22,140 -1,383	-6%	-$34.1K	0.08%	202
2022 Q3	$521K	Sell	23,523 -1,935	-8%	-$47K	0.1%	155
2022 Q2	$608K	Buy	25,458 +2,688	+12%	+$68.4K	0.1%	151
2022 Q1	$599K	Buy	22,770 +3,291	+17%	+$86.2K	0.06%	280
2021 Q4	$525K	Buy	19,479 +972	+5%	+$25.3K	0.06%	290
2021 Q3	$458K	Buy	18,507 +4,212	+29%	+$107K	0.07%	275
2021 Q2	$360K	Buy	+14,295	New	+$361K	0.05%	310

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

StoneX Group's SCHD Position: Q1 2026 in Review

StoneX Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q1 2026, buying an estimated $170K and bringing the position to 118,992 shares worth $3.65M. The position accounts for 0.2% of the portfolio, ranked #87.

StoneX Group first reported a position in SCHD in Q2 2021 and has held it in 14 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

StoneX Group held 118,992 shares of Schwab US Dividend Equity ETF worth $3.65M as of Q1 2026.
StoneX Group bought 5,620 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $170K.
Schwab US Dividend Equity ETF made up 0.2% of StoneX Group's portfolio in Q1 2026, its #87 holding.
StoneX Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 14 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.