Trask Adam Roland’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Trask Adam Roland’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	$23K	Buy	+750	New	+$22.8K	0.02%	140

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Trask Adam Roland's SCHD Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 750 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings.

2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Trask Adam Roland held 750 shares of Schwab US Dividend Equity ETF worth $23K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Trask Adam Roland position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #140 holding.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.