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

Total Clarity 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	–	Sell	-121,869	Closed	-$3.34M	–	337
2025 Q4	$3.34M	Buy	121,869 +4,496	+4%	+$122K	0.81%	33
2025 Q3	$3.2M	Buy	117,373 +557	+0.5%	+$15.2K	0.85%	33
2025 Q2	$3.1M	Buy	+116,816	New	+$3.05M	0.89%	33
2022 Q1	–	Sell	-48	Closed	-$1K	–	770
2021 Q4	$1K	Buy	+48	New	+$1.25K	﹤0.01%	965
2020 Q1	–	Sell	-5,664	Closed	-$109K	–	511
2019 Q4	$109K	Buy	+5,664	New	+$106K	0.08%	176

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

Total Clarity Wealth Management's SCHD Position: Q1 2026 in Review

Total Clarity Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 121,869 shares — an estimated $3.34M sold.

Total Clarity Wealth Management first reported a position in SCHD in Q4 2019 and held it in 5 quarters. The position peaked at $3.34M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Total Clarity Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 121,869 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.34M.
Total Clarity Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Schwab US Dividend Equity ETF position peaked at $3.34M in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.