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

Tandem 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 		$484K Buy
+15,769
New +$478K 0.15% 73
2025
Q4 		– Sell
-33,435
Closed -$913K – 82
2025
Q3 		$913K Buy
+33,435
New +$912K 0.34% 48

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Tandem Financial's SCHD Position: Q1 2026 in Review

Tandem Financial opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 15,769 shares worth $484K. The stake represents 0.15% of the portfolio and ranks #73 among its holdings. This is a return to the name: Tandem Financial previously reported a position in SCHD as recently as Q3 2025.

Tandem Financial first reported a position in SCHD in Q3 2025 and has held it in 2 quarters since. The position peaked at $913K in Q3 2025. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Tandem Financial held 15,769 shares of Schwab US Dividend Equity ETF worth $484K as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new Tandem Financial position in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.15% of Tandem Financial's portfolio in Q1 2026, its #73 holding.
  • Tandem Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • Tandem Financial's Schwab US Dividend Equity ETF position peaked at $913K in Q3 2025.
  • 2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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