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

TFC Financial 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	–	Sell	-181	Closed	-$4.97K	–	1057
2025 Q4	$4.97K	Hold	181	–	–	﹤0.01%	450
2025 Q3	$4.94K	Buy	+181	New	+$4.94K	﹤0.01%	460
2022 Q4	–	Sell	-117	Closed	-$3K	–	560
2022 Q3	$3K	Hold	117	–	–	﹤0.01%	382
2022 Q2	$3K	Hold	117	–	–	﹤0.01%	378
2022 Q1	$3K	Hold	117	–	–	﹤0.01%	390
2021 Q4	$3K	Hold	117	–	–	﹤0.01%	440
2021 Q3	$3K	Hold	117	–	–	﹤0.01%	428
2021 Q2	$3K	Hold	117	–	–	﹤0.01%	418
2021 Q1	$3K	Hold	117	–	–	﹤0.01%	407
2020 Q4	$3K	Hold	117	–	–	﹤0.01%	405
2020 Q3	$2K	Buy	+117	New	+$2.15K	﹤0.01%	416

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 $424B AUM 22.94% 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

TFC Financial Management's SCHD Position: Q1 2026 in Review

TFC Financial Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 181 shares — an estimated $4.97K sold.

TFC Financial Management first reported a position in SCHD in Q3 2020 and held it in 11 quarters. The position peaked at $4.97K in Q4 2025. 2,047 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

TFC Financial Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
TFC Financial Management sold 181 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.97K.
TFC Financial Management first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and held it in 11 quarters.
TFC Financial Management's Schwab US Dividend Equity ETF position peaked at $4.97K in Q4 2025.
2,047 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.