Venture Visionary Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30.7K Buy
+1,000
New +$30.3K ﹤0.01% 640

Other funds holding SCHD

Venture Visionary Partners's SCHD Position: Q1 2026 in Review

Venture Visionary Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q1 2026, selling an estimated $231K and leaving 684,588 shares worth $21M. The position accounts for 0.7% of the portfolio, ranked #28.

Venture Visionary Partners first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. The position peaked at $36.1M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Venture Visionary Partners held 684,588 shares of Schwab US Dividend Equity ETF worth $21M as of Q1 2026.
  • Venture Visionary Partners sold 7,600 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $231K.
  • Schwab US Dividend Equity ETF made up 0.7% of Venture Visionary Partners's portfolio in Q1 2026, its #28 holding.
  • Venture Visionary Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • Venture Visionary Partners's Schwab US Dividend Equity ETF position peaked at $36.1M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.