Surience Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Surience Private Wealth's SCHD Position: Q1 2026 in Review
Surience Private Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q1 2026, selling an estimated $2.92M and leaving 332,330 shares worth $10.2M. The position accounts for 10.94% of the portfolio, ranked #1.
Surience Private Wealth first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.8M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Surience Private Wealth held 332,330 shares of Schwab US Dividend Equity ETF worth $10.2M as of Q1 2026.
- Surience Private Wealth sold 96,371 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.92M.
- Schwab US Dividend Equity ETF made up 10.94% of Surience Private Wealth's portfolio in Q1 2026, its #1 holding.
- Surience Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
- Surience Private Wealth's Schwab US Dividend Equity ETF position peaked at $11.8M in Q4 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.