Truvestments Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Truvestments Capital’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	$920	Sell	30 -360	-92%	-$10.9K	﹤0.01%	1061
2025 Q4	$10.7K	Sell	390 -861	-69%	-$23.4K	﹤0.01%	688
2025 Q3	$34.1K	Buy	1,251 +807	+182%	+$22K	0.01%	496
2025 Q2	$11.8K	Buy	444 +4	+0.9%	+$104	﹤0.01%	621
2025 Q1	$12.3K	Sell	440 -3,790	-90%	-$106K	﹤0.01%	622
2024 Q4	$116K	Buy	4,230 +4,137	+4,448%	+$118K	0.03%	273
2024 Q3	$2.62K	Buy	+93	New	+$2.53K	﹤0.01%	766
2024 Q2	–	Sell	-93	Closed	-$2.5K	–	598
2024 Q1	$2.5K	Sell	93 -720	-89%	-$18.6K	﹤0.01%	603
2023 Q4	$20.6K	Buy	813 +750	+1,190%	+$17.9K	0.01%	434
2023 Q3	$1.49K	Sell	63 -486	-89%	-$11.9K	﹤0.01%	606
2023 Q2	$13.3K	Hold	549	–	–	0.01%	426
2023 Q1	$13.4K	Hold	549	–	–	0.01%	412
2022 Q4	$13.8K	Hold	549	–	–	0.01%	425
2022 Q3	$12K	Buy	549 +63	+13%	+$1.53K	0.01%	392
2022 Q2	$12K	Buy	+486	New	+$12.4K	0.01%	397

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

Truvestments Capital's SCHD Position: Q1 2026 in Review

Truvestments Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 92% in Q1 2026, selling an estimated $10.9K and leaving 30 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Truvestments Capital first reported a position in SCHD in Q2 2022 and has held it in 15 quarters since. The position peaked at $116K in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Truvestments Capital held 30 shares of Schwab US Dividend Equity ETF worth $920 as of Q1 2026.
Truvestments Capital sold 360 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $10.9K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #1061 holding.
Truvestments Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 15 quarters since.
Truvestments Capital's Schwab US Dividend Equity ETF position peaked at $116K in Q4 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.