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

Synergy Financial Group’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	$233K	Hold	7,604	–	–	0.18%	110
2025 Q4	$209K	Sell	7,604 -29	-0.4%	-$789	0.15%	111
2025 Q3	$208K	Hold	7,633	–	–	0.14%	110
2025 Q2	$202K	Hold	7,633	–	–	0.15%	111
2025 Q1	$213K	Hold	7,633	–	–	0.19%	103
2024 Q4	$209K	Sell	7,633 -272	-3%	-$7.73K	0.17%	96
2024 Q3	$223K	Sell	7,905 -75	-0.9%	-$2.04K	0.21%	87
2024 Q2	$207K	Sell	7,980 -114	-1%	-$2.97K	0.22%	80
2024 Q1	$218K	Sell	8,094 -672	-8%	-$17.4K	0.25%	76
2023 Q4	$222K	Sell	8,766 -18	-0.2%	-$429	0.27%	79
2023 Q3	$207K	Buy	+8,784	New	+$216K	0.29%	75
2022 Q3	–	Sell	-8,421	Closed	-$201K	–	90
2022 Q2	$201K	Hold	8,421	–	–	0.32%	82
2022 Q1	$221K	Sell	8,421 -156	-2%	-$4.08K	0.23%	94
2021 Q4	$231K	Buy	+8,577	New	+$223K	0.21%	98

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

Synergy Financial Group's SCHD Position: Q1 2026 in Review

Synergy Financial Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 7,604 shares worth $233K. The position accounts for 0.18% of the portfolio, ranked #110.

Synergy Financial Group first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Synergy Financial Group held 7,604 shares of Schwab US Dividend Equity ETF worth $233K as of Q1 2026.
Synergy Financial Group left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.18% of Synergy Financial Group's portfolio in Q1 2026, its #110 holding.
Synergy Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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