Towercrest Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Towercrest Capital 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	$6.46M	Sell	210,438 -4,115	-2%	-$125K	1.01%	27
2025 Q4	$5.89M	Sell	214,553 -267	-0.1%	-$7.26K	0.93%	27
2025 Q3	$5.86M	Buy	214,820 +16,182	+8%	+$441K	0.94%	28
2025 Q2	$5.26M	Sell	198,638 -9,462	-5%	-$247K	0.94%	30
2025 Q1	$5.82M	Buy	208,100 +1,279	+0.6%	+$35.7K	1.11%	27
2024 Q4	$5.65M	Sell	206,821 -5,711	-3%	-$162K	0.91%	28
2024 Q3	$5.99M	Buy	212,532 +8,916	+4%	+$243K	0.97%	28
2024 Q2	$5.28M	Sell	203,616 -4,851	-2%	-$126K	0.87%	32
2024 Q1	$5.6M	Buy	208,467 +36,834	+21%	+$952K	0.95%	30
2023 Q4	$4.36M	Sell	171,633 -1,770	-1%	-$42.2K	0.78%	32
2023 Q3	$4.09M	Buy	173,403 +912	+0.5%	+$22.4K	0.8%	33
2023 Q2	$4.18M	Buy	172,491 +10,404	+6%	+$249K	0.78%	33
2023 Q1	$3.95M	Sell	162,087 -7,851	-5%	-$196K	0.82%	33
2022 Q4	$4.28M	Sell	169,938 -6,018	-3%	-$149K	0.95%	33
2022 Q3	$3.9M	Sell	175,956 -42,777	-20%	-$1.04M	0.91%	33
2022 Q2	$5.22M	Buy	218,733 +26,229	+14%	+$667K	1.17%	33
2022 Q1	$5.06M	Buy	192,504 +32,847	+21%	+$860K	0.99%	33
2021 Q4	$4.3M	Buy	159,657 +2,832	+2%	+$73.6K	0.79%	33
2021 Q3	$3.88M	Buy	156,825 +2,805	+2%	+$71.3K	0.74%	33
2021 Q2	$3.88M	Buy	154,020 +102,594	+199%	+$2.59M	0.75%	33
2021 Q1	$1.25M	Sell	51,426 -4,143	-7%	-$94.2K	0.27%	42
2020 Q4	$1.19M	Sell	55,569 -3,027	-5%	-$61.4K	0.27%	44
2020 Q3	$1.08M	Sell	58,596 -11,793	-17%	-$217K	0.27%	44
2020 Q2	$1.21M	Sell	70,389 -159,528	-69%	-$2.69M	0.32%	44
2020 Q1	$3.45M	Buy	229,917 +170,205	+285%	+$3.06M	1.03%	33
2019 Q4	$1.15M	Sell	59,712 -1,626	-3%	-$30.5K	0.29%	45
2019 Q3	$1.12M	Buy	61,338 +1,911	+3%	+$34.2K	0.31%	41
2019 Q2	$1.05M	Sell	59,427 -363	-0.6%	-$6.38K	0.3%	42
2019 Q1	$1.04M	Sell	59,790 -281,748	-82%	-$4.74M	0.3%	42
2018 Q4	$5.35M	Sell	341,538 -12,798	-4%	-$213K	1.72%	24
2018 Q3	$6.26M	Sell	354,336 -9,021	-2%	-$156K	1.85%	23
2018 Q2	$5.97M	Buy	+363,357	New	+$5.98M	1.88%	22

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

Towercrest Capital Management's SCHD Position: Q1 2026 in Review

Towercrest Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q1 2026, selling an estimated $125K and leaving 210,438 shares worth $6.46M. The position accounts for 1.01% of the portfolio, ranked #27.

Towercrest Capital Management first reported a position in SCHD in Q2 2018 and has held it in 32 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Towercrest Capital Management held 210,438 shares of Schwab US Dividend Equity ETF worth $6.46M as of Q1 2026.
Towercrest Capital Management sold 4,115 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $125K.
Schwab US Dividend Equity ETF made up 1.01% of Towercrest Capital Management's portfolio in Q1 2026, its #27 holding.
Towercrest Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 32 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.