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

Summit Financial’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	$15.9M	Buy	517,010 +17,546	+4%	+$532K	0.2%	92
2025 Q4	$13.7M	Buy	499,464 +17,763	+4%	+$483K	0.2%	99
2025 Q3	$13.2M	Buy	481,701 +76,244	+19%	+$2.08M	0.2%	96
2025 Q2	$10.7M	Buy	405,457 +16,226	+4%	+$424K	0.24%	72
2025 Q1	$10.9M	Buy	389,231 +77,628	+25%	+$2.16M	0.31%	62
2024 Q4	$8.51M	Buy	311,603 +275,174	+755%	+$7.82M	0.3%	59
2024 Q3	$1.03M	Buy	36,429 +13,299	+57%	+$362K	0.04%	255
2024 Q2	$606K	Buy	+23,130	New	+$602K	0.03%	298

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

Summit Financial's SCHD Position: Q1 2026 in Review

Summit Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q1 2026, buying an estimated $532K and bringing the position to 517,010 shares worth $15.9M. The position accounts for 0.2% of the portfolio, ranked #92.

Summit Financial first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Summit Financial held 517,010 shares of Schwab US Dividend Equity ETF worth $15.9M as of Q1 2026.
Summit Financial bought 17,546 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $532K.
Schwab US Dividend Equity ETF made up 0.2% of Summit Financial's portfolio in Q1 2026, its #92 holding.
Summit Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.