Strategic Advocates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Advocates’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	$12.8K	Sell	418 -794	-66%	-$24.1K	0.06%	148
2025 Q4	$33.5K	Sell	1,212 -13,179	-92%	-$358K	0.01%	235
2025 Q3	$393K	Buy	14,391 +137	+1%	+$3.74K	0.1%	89
2025 Q2	$378K	Sell	14,254 -361	-2%	-$9.43K	0.11%	89
2025 Q1	$409K	Sell	14,615 -746	-5%	-$20.8K	0.14%	80
2024 Q4	$420K	Sell	15,361 -14,681	-49%	-$417K	0.14%	71
2024 Q3	$846K	Sell	30,042 -22,482	-43%	-$612K	0.3%	49
2024 Q2	$1.36M	Sell	52,524 -38,955	-43%	-$1.01M	0.54%	29
2024 Q1	$2.46M	Sell	91,479 -461,430	-83%	-$11.9M	0.95%	24
2023 Q4	$14M	Sell	552,909 -5,562	-1%	-$133K	5.96%	2
2023 Q3	$13.2M	Buy	+558,471	New	+$13.7M	6.2%	2

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

Strategic Advocates's SCHD Position: Q1 2026 in Review

Strategic Advocates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 66% in Q1 2026, selling an estimated $24.1K and leaving 418 shares worth $12.8K. The position accounts for 0.06% of the portfolio, ranked #148.

Strategic Advocates first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $14M in Q4 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Strategic Advocates held 418 shares of Schwab US Dividend Equity ETF worth $12.8K as of Q1 2026.
Strategic Advocates sold 794 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $24.1K.
Schwab US Dividend Equity ETF made up 0.06% of Strategic Advocates's portfolio in Q1 2026, its #148 holding.
Strategic Advocates first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's Schwab US Dividend Equity ETF position peaked at $14M in Q4 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.