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

Tull Financial Group’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	$1.47M	Sell	47,821 -21,868	-31%	-$663K	0.66%	9
2025 Q4	$1.91M	Sell	69,689 -32,176	-32%	-$875K	0.82%	9
2025 Q3	$2.78M	Sell	101,865 -6,448	-6%	-$176K	1.23%	9
2025 Q2	$2.87M	Sell	108,313 -155,709	-59%	-$4.07M	1.31%	10
2025 Q1	$7.38M	Sell	264,022 -18,048	-6%	-$503K	4.3%	7
2024 Q4	$7.71M	Sell	282,070 -414,938	-60%	-$11.8M	4.65%	8
2024 Q3	$19.6M	Buy	+697,008	New	+$19M	11.94%	4

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 $424B AUM 22.94% 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

Tull Financial Group's SCHD Position: Q1 2026 in Review

Tull Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q1 2026, selling an estimated $663K and leaving 47,821 shares worth $1.47M. The position accounts for 0.66% of the portfolio, ranked #9.

Tull Financial Group first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.6M in Q3 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Tull Financial Group held 47,821 shares of Schwab US Dividend Equity ETF worth $1.47M as of Q1 2026.
Tull Financial Group sold 21,868 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $663K.
Schwab US Dividend Equity ETF made up 0.66% of Tull Financial Group's portfolio in Q1 2026, its #9 holding.
Tull Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
Tull Financial Group's Schwab US Dividend Equity ETF position peaked at $19.6M in Q3 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.