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Valley Forge Investment Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Valley Forge Investment Consultants’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 		$4.52M Buy
147,282
+7,261
+5% +$220K 1.35% 10
2025
Q4 		$3.84M Buy
140,021
+8,219
+6% +$223K 1.12% 12
2025
Q3 		$3.6M Sell
131,802
-6,048
-4% -$165K 1.05% 13
2025
Q2 		$3.65M Buy
137,850
+681
+0.5% +$17.8K 1.17% 12
2025
Q1 		$3.84M Sell
137,169
-23,990
-15% -$669K 1.37% 13
2024
Q4 		$4.4M Sell
161,159
-10,966
-6% -$312K 1.51% 11
2024
Q3 		$4.85M Sell
172,125
-25,062
-13% -$683K 1.69% 10
2024
Q2 		$5.11M Sell
197,187
-11,247
-5% -$293K 1.93% 10
2024
Q1 		$5.6M Sell
208,434
-19,059
-8% -$492K 2.19% 9
2023
Q4 		$5.77M Sell
227,493
-23,937
-10% -$570K 2.57% 8
2023
Q3 		$5.93M Buy
251,430
+10,491
+4% +$257K 2.7% 9
2023
Q2 		$5.83M Buy
240,939
+8,730
+4% +$209K 2.87% 9
2023
Q1 		$5.66M Sell
232,209
-11,208
-5% -$280K 2.93% 9
2022
Q4 		$6.13M Buy
243,417
+38,505
+19% +$950K 3.23% 9
2022
Q3 		$4.54M Buy
204,912
+33,522
+20% +$814K 2.49% 9
2022
Q2 		$4.09M Buy
171,390
+11,394
+7% +$290K 2.04% 10
2022
Q1 		$4.21M Buy
159,996
+28,992
+22% +$759K 1.73% 10
2021
Q4 		$3.53M Buy
131,004
+16,704
+15% +$434K 1.56% 10
2021
Q3 		$2.83M Sell
114,300
-1,812
-2% -$46.1K 1.52% 12
2021
Q2 		$2.93M Buy
116,112
+23,205
+25% +$586K 1.58% 12
2021
Q1 		$2.26M Buy
92,907
+15,600
+20% +$355K 1.55% 15
2020
Q4 		$1.65M Buy
+77,307
New +$1.57M 1.44% 18

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

Valley Forge Investment Consultants's SCHD Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q1 2026, buying an estimated $220K and bringing the position to 147,282 shares worth $4.52M. The position accounts for 1.35% of the portfolio, ranked #10.

Valley Forge Investment Consultants first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.13M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Valley Forge Investment Consultants held 147,282 shares of Schwab US Dividend Equity ETF worth $4.52M as of Q1 2026.
  • Valley Forge Investment Consultants bought 7,261 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $220K.
  • Schwab US Dividend Equity ETF made up 1.35% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #10 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Schwab US Dividend Equity ETF position peaked at $6.13M in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.