Verity & Verity’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Verity & Verity’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	$656K	Buy	21,366 +480	+2%	+$14.6K	0.05%	88
2025 Q4	$573K	Buy	20,886 +84	+0.4%	+$2.28K	0.04%	98
2025 Q3	$568K	Sell	20,802 -767	-4%	-$20.9K	0.05%	94
2025 Q2	$572K	Buy	21,569 +319	+2%	+$8.33K	0.05%	95
2025 Q1	$594K	Buy	21,250 +3,594	+20%	+$100K	0.05%	91
2024 Q4	$482K	Buy	17,656 +301	+2%	+$8.56K	0.04%	97
2024 Q3	$489K	Buy	17,355 +51	+0.3%	+$1.39K	0.05%	84
2024 Q2	$449K	Sell	17,304 -11,640	-40%	-$303K	0.05%	82
2024 Q1	$778K	Buy	28,944 +11,688	+68%	+$302K	0.09%	73
2023 Q4	$438K	Buy	17,256 +1,881	+12%	+$44.8K	0.05%	80
2023 Q3	$363K	Buy	15,375 +2,091	+16%	+$51.3K	0.05%	80
2023 Q2	$322K	Buy	+13,284	New	+$317K	0.04%	80

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

Verity & Verity's SCHD Position: Q1 2026 in Review

Verity & Verity increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q1 2026, buying an estimated $14.6K and bringing the position to 21,366 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #88.

Verity & Verity first reported a position in SCHD in Q2 2023 and has held it in 12 quarters since. The position peaked at $778K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Verity & Verity held 21,366 shares of Schwab US Dividend Equity ETF worth $656K as of Q1 2026.
Verity & Verity bought 480 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $14.6K.
Schwab US Dividend Equity ETF made up 0.05% of Verity & Verity's portfolio in Q1 2026, its #88 holding.
Verity & Verity first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 12 quarters since.
Verity & Verity's Schwab US Dividend Equity ETF position peaked at $778K in Q1 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.