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

Straight Path 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	$379K	Buy	12,353 +358	+3%	+$10.9K	0.1%	80
2025 Q4	$329K	Buy	11,995 +250	+2%	+$6.8K	0.09%	88
2025 Q3	$321K	Sell	11,745 -15	-0.1%	-$409	0.09%	101
2025 Q2	$312K	Sell	11,760 -327	-3%	-$8.54K	0.11%	85
2025 Q1	$338K	Hold	12,087	–	–	0.14%	70
2024 Q4	$330K	Sell	12,087 -1,506	-11%	-$42.8K	0.13%	72
2024 Q3	$383K	Buy	13,593 +1,833	+16%	+$49.9K	0.17%	60
2024 Q2	$305K	Sell	11,760 -27	-0.2%	-$703	0.16%	68
2024 Q1	$317K	Hold	11,787	–	–	0.18%	68
2023 Q4	$299K	Buy	11,787 +27	+0.2%	+$643	0.18%	68
2023 Q3	$277K	Buy	+11,760	New	+$289K	0.19%	62

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

Straight Path Wealth Management's SCHD Position: Q1 2026 in Review

Straight Path Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q1 2026, buying an estimated $10.9K and bringing the position to 12,353 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #80.

Straight Path Wealth Management first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $383K in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Straight Path Wealth Management held 12,353 shares of Schwab US Dividend Equity ETF worth $379K as of Q1 2026.
Straight Path Wealth Management bought 358 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $10.9K.
Schwab US Dividend Equity ETF made up 0.1% of Straight Path Wealth Management's portfolio in Q1 2026, its #80 holding.
Straight Path Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
Straight Path Wealth Management's Schwab US Dividend Equity ETF position peaked at $383K in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.