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

SYM Financial Corp’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	$1.24M	Sell	40,294 -2,884	-7%	-$87.5K	0.12%	52
2025 Q4	$1.18M	Sell	43,178 -2,695	-6%	-$73.3K	0.12%	47
2025 Q3	$1.25M	Sell	45,873 -1,395	-3%	-$38.1K	0.13%	44
2025 Q2	$1.25M	Hold	47,268	–	–	0.14%	44
2025 Q1	$1.32M	Buy	47,268 +1,593	+3%	+$44.4K	0.16%	37
2024 Q4	$1.25M	Sell	45,675 -5,802	-11%	-$165K	0.16%	38
2024 Q3	$1.45M	Sell	51,477 -9,204	-15%	-$251K	0.19%	40
2024 Q2	$1.57M	Sell	60,681 -74,145	-55%	-$1.93M	0.25%	26
2024 Q1	$3.62M	Sell	134,826 -219,885	-62%	-$5.68M	0.6%	16
2023 Q4	$9M	Sell	354,711 -12,159	-3%	-$290K	1.46%	11
2023 Q3	$8.65M	Buy	366,870 +361,449	+6,668%	+$8.87M	1.54%	12
2023 Q2	$131K	Sell	5,421 -18	-0.3%	-$430	0.03%	69
2023 Q1	$133K	Buy	5,439 +18	+0.3%	+$450	0.03%	65
2022 Q4	$137K	Sell	5,421 -159	-3%	-$3.92K	0.03%	68
2022 Q3	$124K	Hold	5,580	–	–	0.06%	61
2022 Q2	$133K	Sell	5,580 -2,583	-32%	-$65.7K	0.06%	63
2022 Q1	$215K	Hold	8,163	–	–	0.09%	55
2021 Q4	$220K	Buy	8,163 +303	+4%	+$7.87K	0.09%	48
2021 Q3	$195K	Hold	7,860	–	–	0.11%	51
2021 Q2	$198K	Hold	7,860	–	–	0.11%	46
2021 Q1	$191K	Hold	7,860	–	–	0.11%	45
2020 Q4	$168K	Buy	+7,860	New	+$159K	0.12%	42
2018 Q1	–	Sell	-5,022	Closed	-$86K	–	74
2017 Q4	$86K	Buy	+5,022	New	+$82.5K	0.04%	51

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

SYM Financial Corp's SCHD Position: Q1 2026 in Review

SYM Financial Corp reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.7% in Q1 2026, selling an estimated $87.5K and leaving 40,294 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #52.

SYM Financial Corp first reported a position in SCHD in Q4 2017 and has held it in 23 quarters since. The position peaked at $9M in Q4 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

SYM Financial Corp held 40,294 shares of Schwab US Dividend Equity ETF worth $1.24M as of Q1 2026.
SYM Financial Corp sold 2,884 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $87.5K.
Schwab US Dividend Equity ETF made up 0.12% of SYM Financial Corp's portfolio in Q1 2026, its #52 holding.
SYM Financial Corp first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 23 quarters since.
SYM Financial Corp's Schwab US Dividend Equity ETF position peaked at $9M in Q4 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.