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

Tradition 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	$25.4M	Buy	827,290 +48,561	+6%	+$1.47M	1.81%	9
2025 Q4	$21.4M	Sell	778,729 -8,918	-1%	-$242K	1.53%	13
2025 Q3	$21.5M	Sell	787,647 -22,156	-3%	-$604K	1.59%	11
2025 Q2	$21.5M	Buy	809,803 +30,492	+4%	+$796K	1.71%	11
2025 Q1	$21.8M	Buy	779,311 +20,459	+3%	+$570K	1.92%	8
2024 Q4	$20.7M	Buy	758,852 +3,029	+0.4%	+$86.1K	1.83%	7
2024 Q3	$21.3M	Buy	755,823 +9,300	+1%	+$253K	1.9%	9
2024 Q2	$19.3M	Sell	746,523 -227,367	-23%	-$5.92M	1.87%	10
2024 Q1	$26.2M	Buy	973,890 +32,805	+3%	+$847K	2.65%	5
2023 Q4	$23.9M	Sell	941,085 -92,991	-9%	-$2.22M	2.5%	7
2023 Q3	$24.4M	Sell	1,034,076 -26,274	-2%	-$645K	2.9%	4
2023 Q2	$25.7M	Sell	1,060,350 -199,227	-16%	-$4.76M	3%	4
2023 Q1	$30.7M	Buy	1,259,577 +8,997	+0.7%	+$225K	3.82%	2
2022 Q4	$31.5M	Buy	1,250,580 +1,080	+0.1%	+$26.7K	4.45%	2
2022 Q3	$27.7M	Buy	1,249,500 +45,906	+4%	+$1.12M	4.16%	2
2022 Q2	$28.7M	Buy	1,203,594 +24,297	+2%	+$618K	4.17%	2
2022 Q1	$31M	Buy	1,179,297 +57,546	+5%	+$1.51M	3.96%	1
2021 Q4	$30.2M	Buy	1,121,751 +95,799	+9%	+$2.49M	3.8%	1
2021 Q3	$25.4M	Buy	1,025,952 +36,201	+4%	+$920K	3.61%	2
2021 Q2	$24.9M	Buy	989,751 +17,937	+2%	+$453K	3.73%	2
2021 Q1	$23.6M	Buy	971,814 +54,240	+6%	+$1.23M	4.09%	1
2020 Q4	$19.6M	Buy	+917,574	New	+$18.6M	3.8%	2

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

Tradition Wealth Management's SCHD Position: Q1 2026 in Review

Tradition Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q1 2026, buying an estimated $1.47M and bringing the position to 827,290 shares worth $25.4M. The position accounts for 1.81% of the portfolio, ranked #9.

Tradition Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. The position peaked at $31.5M in Q4 2022. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Tradition Wealth Management held 827,290 shares of Schwab US Dividend Equity ETF worth $25.4M as of Q1 2026.
Tradition Wealth Management bought 48,561 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.47M.
Schwab US Dividend Equity ETF made up 1.81% of Tradition Wealth Management's portfolio in Q1 2026, its #9 holding.
Tradition Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's Schwab US Dividend Equity ETF position peaked at $31.5M in Q4 2022.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.