TCFG Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TCFG Wealth Management’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	$272K	Buy	8,853 +102	+1%	+$3.09K	0.1%	210
2025 Q4	$240K	Buy	8,751 +278	+3%	+$7.56K	0.09%	225
2025 Q3	$231K	Sell	8,473 -285	-3%	-$7.78K	0.09%	230
2025 Q2	$232K	Buy	8,758 +3	+0%	+$78	0.11%	225
2025 Q1	$245K	Buy	8,755 +242	+3%	+$6.75K	0.12%	199
2024 Q4	$233K	Sell	8,513 -1,030	-11%	-$29.3K	0.12%	194
2024 Q3	$269K	Buy	+9,543	New	+$260K	0.14%	171

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCFG Wealth Management's SCHD Position: Q1 2026 in Review

TCFG Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q1 2026, buying an estimated $3.09K and bringing the position to 8,853 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #210.

TCFG Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

TCFG Wealth Management held 8,853 shares of Schwab US Dividend Equity ETF worth $272K as of Q1 2026.
TCFG Wealth Management bought 102 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.09K.
Schwab US Dividend Equity ETF made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #210 holding.
TCFG Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.