Thrive Capital Management (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$287K	Buy	9,349 +306	+3%	+$9.28K	0.06%	146
2025 Q4	$248K	Sell	9,043 -311	-3%	-$8.46K	0.06%	163
2025 Q3	$255K	Buy	9,354 +479	+5%	+$13.1K	0.07%	158
2025 Q2	$235K	Buy	+8,875	New	+$232K	0.07%	158
2024 Q4	–	Sell	-8,868	Closed	-$250K	–	159
2024 Q3	$250K	Buy	8,868 +6	+0.1%	+$163	0.12%	164
2024 Q2	$230K	Buy	+8,862	New	+$231K	0.11%	168
2024 Q1	–	Sell	-9,036	Closed	-$229K	–	188
2023 Q4	$229K	Buy	9,036 +6	+0.1%	+$143	0.12%	129
2023 Q3	$213K	Buy	+9,030	New	+$222K	0.12%	130

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

Thrive Capital Management (Pennsylvania)'s SCHD Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q1 2026, buying an estimated $9.28K and bringing the position to 9,349 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #146.

Thrive Capital Management (Pennsylvania) first reported a position in SCHD in Q3 2023 and has held it in 8 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 9,349 shares of Schwab US Dividend Equity ETF worth $287K as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 306 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $9.28K.
Schwab US Dividend Equity ETF made up 0.06% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #146 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 8 quarters since.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.