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Tred Avon Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tred Avon Family Wealth’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 		$1.91M Sell
62,316
-5,665
-8% -$172K 0.63% 33
2025
Q4 		$1.86M Sell
67,981
-3,217
-5% -$87.5K 0.61% 33
2025
Q3 		$1.94M Buy
+71,198
New +$1.94M 0.67% 31

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tred Avon Family Wealth's SCHD Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.3% in Q1 2026, selling an estimated $172K and leaving 62,316 shares worth $1.91M. The position accounts for 0.63% of the portfolio, ranked #33.

Tred Avon Family Wealth first reported a position in SCHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q3 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Tred Avon Family Wealth held 62,316 shares of Schwab US Dividend Equity ETF worth $1.91M as of Q1 2026.
  • Tred Avon Family Wealth sold 5,665 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $172K.
  • Schwab US Dividend Equity ETF made up 0.63% of Tred Avon Family Wealth's portfolio in Q1 2026, its #33 holding.
  • Tred Avon Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Schwab US Dividend Equity ETF position peaked at $1.94M in Q3 2025.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.