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

Strategic Wealth 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	$6.43M	Sell	209,529 -31,656	-13%	-$960K	0.45%	70
2025 Q4	$6.62M	Sell	241,185 -3,304	-1%	-$89.8K	0.45%	69
2025 Q3	$6.67M	Buy	244,489 +360	+0.1%	+$9.82K	0.5%	66
2025 Q2	$6.47M	Buy	+244,129	New	+$6.38M	0.51%	67
2024 Q4	$7.04M	Sell	252,944 -2,089	-0.8%	-$59.4K	0.58%	62
2024 Q3	$7.19M	Hold	255,033	–	–	0.69%	52
2024 Q2	$6.61M	Sell	255,033 -858	-0.3%	-$22.3K	0.69%	50
2024 Q1	$6.88M	Buy	255,891 +136,509	+114%	+$3.53M	0.75%	40
2023 Q4	$3.03M	Buy	119,382 +4,944	+4%	+$118K	0.37%	83
2023 Q3	$2.7M	Buy	114,438 +1,215	+1%	+$29.8K	0.36%	82
2023 Q2	$2.74M	Buy	+113,223	New	+$2.71M	0.35%	85
2023 Q1	–	Sell	-8,487	Closed	-$214K	–	272
2022 Q4	$214K	Buy	+8,487	New	+$209K	0.04%	245
2019 Q4	–	Sell	-1,065	Closed	-$19	–	428
2019 Q3	$19	Hold	1,065	–	–	﹤0.01%	410
2019 Q2	$18K	Hold	1,065	–	–	0.01%	377
2019 Q1	$19K	Hold	1,065	–	–	0.01%	382
2018 Q4	$17K	Buy	1,065 +75	+8%	+$1.25K	0.01%	367
2018 Q3	$17K	Hold	990	–	–	0.01%	366
2018 Q2	$16K	Hold	990	–	–	0.01%	441
2018 Q1	$16K	Hold	990	–	–	0.01%	404
2017 Q4	$17K	Buy	+990	New	+$16.3K	0.01%	380

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 Wealth Partners's SCHD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q1 2026, selling an estimated $960K and leaving 209,529 shares worth $6.43M. The position accounts for 0.45% of the portfolio, ranked #70.

Strategic Wealth Partners first reported a position in SCHD in Q4 2017 and has held it in 20 quarters since. The position peaked at $7.19M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Strategic Wealth Partners held 209,529 shares of Schwab US Dividend Equity ETF worth $6.43M as of Q1 2026.
Strategic Wealth Partners sold 31,656 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $960K.
Schwab US Dividend Equity ETF made up 0.45% of Strategic Wealth Partners's portfolio in Q1 2026, its #70 holding.
Strategic Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 20 quarters since.
Strategic Wealth Partners's Schwab US Dividend Equity ETF position peaked at $7.19M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.