TPG Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TPG Advisors’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	$4.11M	Buy	134,015 +5,244	+4%	+$159K	2.56%	9
2025 Q4	$3.53M	Buy	128,771 +3,669	+3%	+$99.8K	2.2%	12
2025 Q3	$3.42M	Buy	125,102 +5,051	+4%	+$138K	2.25%	11
2025 Q2	$3.18M	Buy	120,051 +3,095	+3%	+$80.8K	2.3%	11
2025 Q1	$3.27M	Sell	116,956 -1,854	-2%	-$51.7K	2.58%	10
2024 Q4	$3.25M	Buy	118,810 +4,459	+4%	+$127K	2.54%	11
2024 Q3	$3.22M	Sell	114,351 -927	-0.8%	-$25.3K	2.52%	11
2024 Q2	$2.99M	Buy	+115,278	New	+$3M	2.54%	11

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

TPG Advisors's SCHD Position: Q1 2026 in Review

TPG Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q1 2026, buying an estimated $159K and bringing the position to 134,015 shares worth $4.11M. The position accounts for 2.56% of the portfolio, ranked #9.

TPG Advisors first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

TPG Advisors held 134,015 shares of Schwab US Dividend Equity ETF worth $4.11M as of Q1 2026.
TPG Advisors bought 5,244 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $159K.
Schwab US Dividend Equity ETF made up 2.56% of TPG Advisors's portfolio in Q1 2026, its #9 holding.
TPG Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on TPG Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.