Strategies Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategies Wealth Advisors’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	$759K	Buy	24,751 +364	+1%	+$11K	0.08%	74
2025 Q4	$669K	Sell	24,387 -2,985	-11%	-$81.2K	0.07%	77
2025 Q3	$747K	Sell	27,372 -530	-2%	-$14.5K	0.08%	78
2025 Q2	$739K	Buy	27,902 +1	+0%	+$26	0.08%	73
2025 Q1	$780K	Buy	27,901 +2	+0%	+$56	0.1%	65
2024 Q4	$772K	Sell	27,899 -271	-1%	-$7.7K	0.1%	63
2024 Q3	$794K	Sell	28,170 -204	-0.7%	-$5.56K	0.11%	49
2024 Q2	$735K	Hold	28,374	–	–	0.11%	49
2024 Q1	$763K	Buy	28,374 +3	+0%	+$78	0.12%	48
2023 Q4	$720K	Sell	28,371 -114	-0.4%	-$2.72K	0.12%	47
2023 Q3	$672K	Buy	28,485 +48	+0.2%	+$1.18K	0.13%	47
2023 Q2	$688K	Sell	28,437 -642	-2%	-$15.3K	0.14%	49
2023 Q1	$709K	Buy	29,079 +1,056	+4%	+$26.4K	0.16%	43
2022 Q4	$706K	Buy	+28,023	New	+$692K	0.17%	44
2022 Q2	$959K	Buy	40,158 +120	+0.3%	+$3.05K	0.28%	44
2022 Q1	$1.05M	Sell	40,038 -141	-0.4%	-$3.69K	0.28%	40
2021 Q4	$1.08M	Buy	+40,179	New	+$1.04M	0.3%	38

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

Strategies Wealth Advisors's SCHD Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q1 2026, buying an estimated $11K and bringing the position to 24,751 shares worth $759K. The position accounts for 0.08% of the portfolio, ranked #74.

Strategies Wealth Advisors first reported a position in SCHD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Strategies Wealth Advisors held 24,751 shares of Schwab US Dividend Equity ETF worth $759K as of Q1 2026.
Strategies Wealth Advisors bought 364 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $11K.
Schwab US Dividend Equity ETF made up 0.08% of Strategies Wealth Advisors's portfolio in Q1 2026, its #74 holding.
Strategies Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.08M in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.