Tenret Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tenret Company’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	$301K	Sell	9,821 -604	-6%	-$18.3K	0.15%	29
2025 Q4	$286K	Hold	10,425	–	–	0.14%	30
2025 Q3	$285K	Hold	10,425	–	–	0.15%	30
2025 Q2	$276K	Hold	10,425	–	–	0.15%	30
2025 Q1	$291K	Hold	10,425	–	–	0.18%	30
2024 Q4	$285K	Hold	10,425	–	–	0.18%	28
2024 Q3	$294K	Sell	10,425 -39	-0.4%	-$1.06K	0.18%	28
2024 Q2	$271K	Hold	10,464	–	–	0.19%	27
2024 Q1	$281K	Hold	10,464	–	–	0.2%	26
2023 Q4	$266K	Buy	+10,464	New	+$249K	0.21%	25
2023 Q2	$253K	Sell	10,464 -408	-4%	-$9.75K	0.21%	25
2023 Q1	$265K	Sell	10,872 -195	-2%	-$4.88K	0.24%	25
2022 Q4	$279K	Hold	11,067	–	–	0.27%	23
2022 Q3	$245K	Sell	11,067 -42	-0.4%	-$1.02K	0.27%	24
2022 Q2	$265K	Sell	11,109 -225	-2%	-$5.72K	0.28%	24
2022 Q1	$298K	Sell	11,334 -111	-1%	-$2.91K	0.27%	27
2021 Q4	$308K	Sell	11,445 -273	-2%	-$7.09K	0.28%	23
2021 Q3	$290K	Hold	11,718	–	–	0.27%	23
2021 Q2	$295K	Buy	+11,718	New	+$296K	0.27%	23

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

Tenret Company's SCHD Position: Q1 2026 in Review

Tenret Company reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.8% in Q1 2026, selling an estimated $18.3K and leaving 9,821 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #29.

Tenret Company first reported a position in SCHD in Q2 2021 and has held it in 19 quarters since. The position peaked at $308K in Q4 2021. 2,060 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Tenret Company held 9,821 shares of Schwab US Dividend Equity ETF worth $301K as of Q1 2026.
Tenret Company sold 604 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $18.3K.
Schwab US Dividend Equity ETF made up 0.15% of Tenret Company's portfolio in Q1 2026, its #29 holding.
Tenret Company first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 19 quarters since.
Tenret Company's Schwab US Dividend Equity ETF position peaked at $308K in Q4 2021.
2,060 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.