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

Strategic Financial Partners’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	–	Sell	-10,283	Closed	-$282K	–	87
2025 Q4	$282K	Buy	10,283 +102	+1%	+$2.77K	0.12%	69
2025 Q3	$278K	Buy	10,181 +96	+1%	+$2.62K	0.13%	69
2025 Q2	$267K	Buy	10,085 +99	+1%	+$2.58K	0.12%	68
2025 Q1	$279K	Buy	9,986 +89	+0.9%	+$2.48K	0.15%	64
2024 Q4	$270K	Buy	9,897 +93	+0.9%	+$2.64K	0.14%	63
2024 Q3	$276K	Buy	9,804 +189	+2%	+$5.15K	0.14%	59
2024 Q2	$249K	Hold	9,615	–	–	0.14%	59
2024 Q1	$258K	Buy	9,615 +72	+0.8%	+$1.86K	0.14%	62
2023 Q4	$242K	Buy	9,543 +99	+1%	+$2.36K	0.14%	62
2023 Q3	$223K	Buy	9,444 +84	+0.9%	+$2.06K	0.14%	65
2023 Q2	$227K	Buy	9,360 +87	+0.9%	+$2.08K	0.13%	66
2023 Q1	$226K	Buy	9,273 +78	+0.8%	+$1.95K	0.14%	64
2022 Q4	$232K	Buy	9,195 +84	+0.9%	+$2.07K	0.14%	63
2022 Q3	$202K	Buy	9,111 +84	+0.9%	+$2.04K	0.13%	61
2022 Q2	$216K	Buy	9,027 +87	+1%	+$2.21K	0.13%	60
2022 Q1	$235K	Buy	8,940 +57	+0.6%	+$1.49K	0.12%	64
2021 Q4	$239K	Buy	8,883 +69	+0.8%	+$1.79K	0.12%	65
2021 Q3	$218K	Buy	8,814 +69	+0.8%	+$1.75K	0.12%	65
2021 Q2	$220K	Buy	8,745 +63	+0.7%	+$1.59K	0.12%	66
2021 Q1	$211K	Buy	+8,682	New	+$197K	0.13%	63

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 Financial Partners's SCHD Position: Q1 2026 in Review

Strategic Financial Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 10,283 shares — an estimated $282K sold.

Strategic Financial Partners first reported a position in SCHD in Q1 2021 and held it in 20 quarters. The position peaked at $282K in Q4 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Strategic Financial Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Strategic Financial Partners sold 10,283 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $282K.
Strategic Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 20 quarters.
Strategic Financial Partners's Schwab US Dividend Equity ETF position peaked at $282K in Q4 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.