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Summit Wealth Group (Colorado)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Wealth Group (Colorado)’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 		$16.1M Sell
526,337
-169,317
-24% -$5.14M 1.7% 11
2025
Q4 		$19.1M Buy
+695,654
New +$18.9M 2.53% 8
2025
Q3 		– Sell
-835,035
Closed -$22.1M – 415
2025
Q2 		$22.1M Buy
+835,035
New +$21.8M 5.56% 2

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

Summit Wealth Group (Colorado)'s SCHD Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 24% in Q1 2026, selling an estimated $5.14M and leaving 526,337 shares worth $16.1M. The position accounts for 1.7% of the portfolio, ranked #11.

Summit Wealth Group (Colorado) first reported a position in SCHD in Q2 2025 and has held it in 3 quarters since. The position peaked at $22.1M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Summit Wealth Group (Colorado) held 526,337 shares of Schwab US Dividend Equity ETF worth $16.1M as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 169,317 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.14M.
  • Schwab US Dividend Equity ETF made up 1.7% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #11 holding.
  • Summit Wealth Group (Colorado) first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Schwab US Dividend Equity ETF position peaked at $22.1M in Q2 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.