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Strategic Family Wealth Counselors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Family Wealth Counselors’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 		$14M Sell
457,285
-3,217
-0.7% -$97.6K 3.68% 3
2025
Q4 		$13.2M Sell
460,502
-7,734
-2% -$210K 2.97% 3
2025
Q3 		$12.8M Buy
468,236
+2,606
+0.6% +$71.1K 3.29% 3
2025
Q2 		$12.3M Sell
465,630
-16,604
-3% -$434K 3.52% 3
2025
Q1 		$13.5M Buy
482,234
+9,060
+2% +$253K 4.38% 2
2024
Q4 		$12.9M Sell
473,174
-9,094
-2% -$259K 4.21% 3
2024
Q3 		$13.6M Buy
482,268
+47,064
+11% +$1.28M 4.75% 1
2024
Q2 		$11.3M Buy
435,204
+20,187
+5% +$525K 4.29% 3
2024
Q1 		$11.2M Buy
415,017
+14,415
+4% +$372K 4.41% 3
2023
Q4 		$10.2M Sell
400,602
-21,984
-5% -$524K 4.26% 2
2023
Q3 		$9.97M Buy
422,586
+10,998
+3% +$270K 4.79% 3
2023
Q2 		$9.96M Buy
411,588
+11,637
+3% +$278K 4.58% 3
2023
Q1 		$9.75M Buy
399,951
+25,089
+7% +$627K 4.62% 3
2022
Q4 		$9.44M Sell
374,862
-771
-0.2% -$19K 4.68% 3
2022
Q3 		$8.32M Buy
375,633
+11,514
+3% +$280K 4.08% 4
2022
Q2 		$8.69M Buy
364,119
+34,392
+10% +$875K 4.17% 5
2022
Q1 		$8.67M Buy
329,727
+35,898
+12% +$940K 3.5% 7
2021
Q4 		$7.92M Buy
293,829
+11,121
+4% +$289K 2.54% 9
2021
Q3 		$7M Buy
282,708
+18,957
+7% +$482K 2.39% 11
2021
Q2 		$6.65M Buy
263,751
+8,319
+3% +$210K 2.17% 12
2021
Q1 		$6.21M Sell
255,432
-2,028
-0.8% -$46.1K 2.34% 11
2020
Q4 		$5.5M Buy
257,460
+8,940
+4% +$181K 2.84% 9
2020
Q3 		$4.58M Buy
248,520
+9,699
+4% +$178K 2.57% 10
2020
Q2 		$4.12M Sell
238,821
-771
-0.3% -$13K 2.59% 10
2020
Q1 		$3.59M Buy
239,592
+27,624
+13% +$496K 2.68% 11
2019
Q4 		$4.09M Buy
211,968
+6,117
+3% +$115K 3.31% 11
2019
Q3 		$3.76M Buy
205,851
+8,361
+4% +$150K 2.84% 12
2019
Q2 		$3.49M Sell
197,490
-8,679
-4% -$153K 2.71% 14
2019
Q1 		$3.59M Buy
206,169
+34,434
+20% +$579K 2.9% 11
2018
Q4 		$2.69M Buy
+171,735
New +$2.86M 3.05% 13

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Family Wealth Counselors's SCHD Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.7% in Q1 2026, selling an estimated $97.6K and leaving 457,285 shares worth $14M. The position accounts for 3.68% of the portfolio, ranked #3.

Strategic Family Wealth Counselors first reported a position in SCHD in Q4 2018 and has held it in 30 quarters since. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Strategic Family Wealth Counselors held 457,285 shares of Schwab US Dividend Equity ETF worth $14M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 3,217 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $97.6K.
  • Schwab US Dividend Equity ETF made up 3.68% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #3 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.