Valley Wealth Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Valley Wealth Managers’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	–	Sell	-1,953	Closed	-$53.6K	–	363
2025 Q4	$53.6K	Sell	1,953 -15,753	-89%	-$428K	﹤0.01%	214
2025 Q3	$483K	Buy	17,706 +553	+3%	+$15.1K	0.03%	162
2025 Q2	$455K	Sell	17,153 -19,505	-53%	-$509K	0.03%	163
2025 Q1	$1.02M	Sell	36,658 -9,993	-21%	-$279K	0.08%	129
2024 Q4	$1.27M	Buy	46,651 +205	+0.4%	+$5.83K	0.1%	122
2024 Q3	$1.31M	Buy	46,446 +19,278	+71%	+$525K	0.1%	122
2024 Q2	$704K	Sell	27,168 -75	-0.3%	-$1.95K	0.06%	141
2024 Q1	$732K	Sell	27,243 -2,355	-8%	-$60.8K	0.06%	131
2023 Q4	$751K	Sell	29,598 -8,889	-23%	-$212K	0.06%	128
2023 Q3	$908K	Buy	+38,487	New	+$944K	0.08%	128

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

Valley Wealth Managers's SCHD Position: Q1 2026 in Review

Valley Wealth Managers sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 1,953 shares — an estimated $53.6K sold.

Valley Wealth Managers first reported a position in SCHD in Q3 2023 and held it in 10 quarters. The position peaked at $1.31M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Valley Wealth Managers reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 1,953 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $53.6K.
Valley Wealth Managers first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 10 quarters.
Valley Wealth Managers's Schwab US Dividend Equity ETF position peaked at $1.31M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.