TD Private Client Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TD Private Client Wealth’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	$22.7M	Sell	739,850 -4,123	-0.6%	-$125K	0.47%	40
2025 Q4	$20.4M	Sell	743,973 -53,770	-7%	-$1.46M	0.43%	43
2025 Q3	$21.8M	Sell	797,743 -206,531	-21%	-$5.63M	0.49%	40
2025 Q2	$26.6M	Buy	1,004,274 +150,507	+18%	+$3.93M	0.65%	32
2025 Q1	$23.9M	Buy	853,767 +37,014	+5%	+$1.03M	0.66%	31
2024 Q4	$22.3M	Buy	816,753 +15,378	+2%	+$437K	0.62%	35
2024 Q3	$22.6M	Buy	801,375 +17,646	+2%	+$481K	0.65%	32
2024 Q2	$20.3M	Sell	783,729 -25,056	-3%	-$652K	0.64%	32
2024 Q1	$21.8M	Sell	808,785 -1,821	-0.2%	-$47K	0.71%	30
2023 Q4	$20.6M	Sell	810,606 -110,913	-12%	-$2.64M	0.75%	30
2023 Q3	$21.8M	Sell	921,519 -13,836	-1%	-$340K	0.94%	19
2023 Q2	$22.7M	Buy	935,355 +174,555	+23%	+$4.17M	0.98%	18
2023 Q1	$18.6M	Buy	760,800 +68,577	+10%	+$1.71M	0.83%	25
2022 Q4	$17.5M	Buy	692,223 +59,550	+9%	+$1.47M	0.83%	20
2022 Q3	$14M	Buy	632,673 +26,496	+4%	+$644K	0.72%	24
2022 Q2	$14.5M	Buy	606,177 +84,156	+16%	+$2.14M	0.71%	25
2022 Q1	$13.8M	Buy	522,021 +112,089	+27%	+$2.94M	0.59%	29
2021 Q4	$11.1M	Buy	409,932 +58,494	+17%	+$1.52M	0.46%	44
2021 Q3	$8.7M	Buy	351,438 +44,970	+15%	+$1.14M	0.37%	58
2021 Q2	$7.73M	Buy	306,468 +119,730	+64%	+$3.02M	0.33%	64
2021 Q1	$4.54M	Buy	+186,738	New	+$4.25M	0.21%	111

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

TD Private Client Wealth's SCHD Position: Q1 2026 in Review

TD Private Client Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.55% in Q1 2026, selling an estimated $125K and leaving 739,850 shares worth $22.7M. The position accounts for 0.47% of the portfolio, ranked #40.

TD Private Client Wealth first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $26.6M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

TD Private Client Wealth held 739,850 shares of Schwab US Dividend Equity ETF worth $22.7M as of Q1 2026.
TD Private Client Wealth sold 4,123 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $125K.
Schwab US Dividend Equity ETF made up 0.47% of TD Private Client Wealth's portfolio in Q1 2026, its #40 holding.
TD Private Client Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
TD Private Client Wealth's Schwab US Dividend Equity ETF position peaked at $26.6M in Q2 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.