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Tudor Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tudor Financial’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 		$7.92M Hold
258,144
– – 4.05% 5
2025
Q4 		$7.08M Buy
258,144
+7,116
+3% +$193K 3.62% 5
2025
Q3 		$6.85M Buy
251,028
+2,175
+0.9% +$59.3K 3.64% 5
2025
Q2 		$6.59M Buy
248,853
+110
+0% +$2.87K 3.74% 5
2025
Q1 		$6.95M Buy
248,743
+24,319
+11% +$678K 4.18% 5
2024
Q4 		$6.13M Buy
224,424
+387
+0.2% +$11K 3.59% 5
2024
Q3 		$6.31M Buy
+224,037
New +$6.1M 3.89% 5

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 $374B AUM 17.66% 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

Tudor Financial's SCHD Position: Q1 2026 in Review

Tudor Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 258,144 shares worth $7.92M. The position accounts for 4.05% of the portfolio, ranked #5.

Tudor Financial first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Tudor Financial held 258,144 shares of Schwab US Dividend Equity ETF worth $7.92M as of Q1 2026.
  • Tudor Financial left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up 4.05% of Tudor Financial's portfolio in Q1 2026, its #5 holding.
  • Tudor Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.