Tranquility Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tranquility Partners’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	$612K	Buy	19,944 +105	+0.5%	+$3.19K	0.23%	102
2025 Q4	$544K	Sell	19,839 -105	-0.5%	-$2.85K	0.2%	116
2025 Q3	$544K	Sell	19,944 -451	-2%	-$12.3K	0.18%	126
2025 Q2	$540K	Buy	20,395 +919	+5%	+$24K	0.19%	122
2025 Q1	$545K	Sell	19,476 -554	-3%	-$15.4K	0.21%	118
2024 Q4	$547K	Buy	20,030 +416	+2%	+$11.8K	0.21%	115
2024 Q3	$553K	Buy	19,614 +27	+0.1%	+$736	0.2%	119
2024 Q2	$508K	Sell	19,587 -177	-0.9%	-$4.61K	0.2%	125
2024 Q1	$531K	Buy	19,764 +243	+1%	+$6.28K	0.21%	123
2023 Q4	$495K	Sell	19,521 -4,854	-20%	-$116K	0.21%	117
2023 Q3	$575K	Sell	24,375 -8,574	-26%	-$210K	0.25%	105
2023 Q2	$798K	Buy	32,949 +570	+2%	+$13.6K	0.34%	80
2023 Q1	$790K	Buy	32,379 +135	+0.4%	+$3.38K	0.38%	73
2022 Q4	$812K	Buy	32,244 +654	+2%	+$16.1K	0.41%	67
2022 Q3	$700K	Sell	31,590 -1,857	-6%	-$45.1K	0.39%	71
2022 Q2	$799K	Buy	33,447 +1,872	+6%	+$47.6K	0.41%	68
2022 Q1	$830K	Buy	31,575 +153	+0.5%	+$4.01K	0.39%	69
2021 Q4	$847K	Sell	31,422 -114	-0.4%	-$2.96K	0.39%	71
2021 Q3	$780K	Buy	31,536 +618	+2%	+$15.7K	0.4%	75
2021 Q2	$779K	Buy	30,918 +75	+0.2%	+$1.89K	0.44%	70
2021 Q1	$750K	Buy	30,843 +192	+0.6%	+$4.37K	0.47%	71
2020 Q4	$655K	Buy	30,651 +273	+0.9%	+$5.54K	0.46%	74
2020 Q3	$560K	Buy	30,378 +10,524	+53%	+$194K	0.48%	70
2020 Q2	$342K	Sell	19,854 -2,541	-11%	-$42.9K	0.32%	96
2020 Q1	$336K	Buy	22,395 +5,073	+29%	+$91.1K	0.39%	76
2019 Q4	$334K	Hold	17,322	–	–	0.3%	102
2019 Q3	$316K	Sell	17,322 -2,937	-14%	-$52.6K	0.33%	99
2019 Q2	$358K	Buy	+20,259	New	+$356K	0.39%	83

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

Tranquility Partners's SCHD Position: Q1 2026 in Review

Tranquility Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.53% in Q1 2026, buying an estimated $3.19K and bringing the position to 19,944 shares worth $612K. The position accounts for 0.23% of the portfolio, ranked #102.

Tranquility Partners first reported a position in SCHD in Q2 2019 and has held it in 28 quarters since. The position peaked at $847K in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Tranquility Partners held 19,944 shares of Schwab US Dividend Equity ETF worth $612K as of Q1 2026.
Tranquility Partners bought 105 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.19K.
Schwab US Dividend Equity ETF made up 0.23% of Tranquility Partners's portfolio in Q1 2026, its #102 holding.
Tranquility Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 28 quarters since.
Tranquility Partners's Schwab US Dividend Equity ETF position peaked at $847K in Q4 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.